Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,324 | $111,535+59.0% | $105,223+68.5% | $137,256+29.2% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 14.90% | 237.85%-223.0pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $929 | $3,939-76.4% | $3,689-74.8% | $4,156-77.6% |
| Participant deferral / active EE | $1,487 | $5,500-73.0% | $5,072-70.7% | $6,407-76.8% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |