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 | $9,647 | $47,479-79.7% | $62,929-84.7% | $82,448-88.3% |
| Participation rate | 24.1% | 66.9%-42.7pp | 73.1%-49.0pp | 68.1%-43.9pp |
| Annual return | 25.63% | 20.34%+5.3pp | 1063.93%-1038.3pp | 41.64%-16.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,282 | $2,870-55.3% | $3,888-67.0% | $4,139-69.0% |
| Admin fee / account holder | $136 | $3,804-96.4% | $5,065-97.3% | $7,234-98.1% |