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 4-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 | $14,307 | $67,823-78.9% | $52,425-72.7% | $137,256-89.6% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 19.13% | 219.11%-200.0pp | 302.12%-283.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $443 | $1,163-61.9% | $914-51.5% | $4,156-89.3% |
| Participant deferral / active EE | $1,620 | $2,288-29.2% | $1,790-9.5% | $6,407-74.7% |
| Admin fee / account holder | $26 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |