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 3-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 | $26,215 | $81,446-67.8% | $103,374-74.6% | $80,874-67.6% |
| Participation rate | 37.3% | 66.9%-29.5pp | 74.5%-37.2pp | 67.6%-30.3pp |
| Annual return | 17.23% | 25.57%-8.3pp | 24.89%-7.7pp | 35.62%-18.4pp |
| Employer contribution / active EE | $1,785 | $3,107-42.6% | $3,869-53.9% | $2,756-35.2% |
| Participant deferral / active EE | $3,386 | $3,870-12.5% | $5,058-33.1% | $4,297-21.2% |
| Admin fee / account holder | $138 | $6,715-97.9% | $8,394-98.4% | $6,935-98.0% |