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 | $191,082 | $166,020+15.1% | $164,866+15.9% | $145,959+30.9% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.6%-50.0pp | 80.3%-51.7pp |
| Annual return | 12.63% | 100.08%-87.5pp | 69.97%-57.3pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,259 | $5,275-57.2% | $4,343-48.0% | $4,661-51.5% |
| Participant deferral / active EE | $6,429 | $6,961-7.6% | $6,033+6.6% | $6,689-3.9% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |