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 5-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 | $11,313 | $99,921-88.7% | $85,009-86.7% | $145,959-92.2% |
| Participation rate | 52.9% | 74.1%-21.2pp | 67.5%-14.6pp | 80.3%-27.3pp |
| Annual return | 10.55% | 83.89%-73.3pp | 66.47%-55.9pp | 561.95%-551.4pp |
| Employer contribution / active EE | $866 | $3,233-73.2% | $2,728-68.3% | $4,661-81.4% |
| Participant deferral / active EE | $1,057 | $5,293-80.0% | $4,522-76.6% | $6,689-84.2% |
| Admin fee / account holder | $125 | $7,252-98.3% | $6,153-98.0% | $13,398-99.1% |