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 | $221,996 | $111,814+98.5% | $93,654+137.0% | $145,959+52.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 16.07% | 203.30%-187.2pp | 133.34%-117.3pp | 561.95%-545.9pp |
| Employer contribution / active EE | $2,700 | $3,092-12.7% | $2,421+11.5% | $4,661-42.1% |
| Participant deferral / active EE | $15,250 | $4,914+210.3% | $4,413+245.6% | $6,689+128.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |