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 10-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 | $74,106 | $97,125-23.7% | $86,233-14.1% | $137,256-46.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 19.18% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,116 | $2,841-60.7% | $2,504-55.4% | $4,156-73.1% |
| Participant deferral / active EE | $3,690 | $5,180-28.8% | $4,559-19.1% | $6,407-42.4% |
| Admin fee / account holder | $5 | $9,725-99.9% | $8,342-99.9% | $12,270-100.0% |