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 6-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 | $42,772 | $183,592-76.7% | $155,567-72.5% | $145,959-70.7% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 8.87% | 61.24%-52.4pp | 64.74%-55.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,651 | $5,315-50.1% | $4,674-43.3% | $4,661-43.1% |
| Participant deferral / active EE | $6,153 | $6,464-4.8% | $5,628+9.3% | $6,689-8.0% |
| Admin fee / account holder | $275 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |