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 6-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 | $91,909 | $123,982-25.9% | $69,701+31.9% | $145,959-37.0% |
| Participation rate | 25.0% | 69.2%-44.2pp | 66.4%-41.4pp | 80.3%-55.3pp |
| Annual return | 10.40% | 191.01%-180.6pp | 100.32%-89.9pp | 561.95%-551.6pp |
| Employer contribution / active EE | $845 | $2,681-68.5% | $1,713-50.7% | $4,661-81.9% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,887-100.0% | $6,689-100.0% |
| Admin fee / account holder | $120 | $7,867-98.5% | $4,717-97.5% | $13,398-99.1% |