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.
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 | $24,959 | $117,859-78.8% | $102,438-75.6% | $145,959-82.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 0.00% | 31.72%-31.7pp | 29.37%-29.4pp | 561.95%-561.9pp |
| Employer contribution / active EE | $3,140 | $3,615-13.1% | $3,024+3.8% | $4,661-32.6% |
| Participant deferral / active EE | $13,650 | $5,732+138.1% | $5,054+170.1% | $6,689+104.1% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |