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 5-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 | $21,229 | $72,071-70.5% | $68,368-68.9% | $137,256-84.5% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 18.04% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $516 | $2,788-81.5% | $2,649-80.5% | $4,156-87.6% |
| Participant deferral / active EE | $1,156 | $4,410-73.8% | $4,123-72.0% | $6,407-82.0% |
| Admin fee / account holder | $126 | $5,336-97.6% | $5,150-97.6% | $12,270-99.0% |