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 | $54,806 | $88,672-38.2% | $105,223-47.9% | $82,448-33.5% |
| Participation rate | 63.2% | 67.9%-4.8pp | 75.0%-11.9pp | 68.1%-4.9pp |
| Annual return | 15.52% | 30.86%-15.3pp | 180.65%-165.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,268 | $3,048-25.6% | $3,689-38.5% | $2,551-11.1% |
| Participant deferral / active EE | $3,737 | $4,036-7.4% | $5,072-26.3% | $4,139-9.7% |
| Admin fee / account holder | $93 | $7,146-98.7% | $8,859-98.9% | $7,234-98.7% |