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 8-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 | $155,688 | $111,814+39.2% | $93,654+66.2% | $145,959+6.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 18.19% | 203.30%-185.1pp | 133.34%-115.2pp | 561.95%-543.8pp |
| Employer contribution / active EE | $1,365 | $3,092-55.8% | $2,421-43.6% | $4,661-70.7% |
| Participant deferral / active EE | $6,260 | $4,914+27.4% | $4,413+41.9% | $6,689-6.4% |
| Admin fee / account holder | $20 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |