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 3-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 | $23,167 | $159,934-85.5% | $147,005-84.2% | $145,959-84.1% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 20.86% | 98.24%-77.4pp | 418.76%-397.9pp | 561.95%-541.1pp |
| Employer contribution / active EE | $1,289 | $5,287-75.6% | $4,934-73.9% | $4,661-72.3% |
| Participant deferral / active EE | $5,083 | $8,427-39.7% | $8,070-37.0% | $6,689-24.0% |
| Admin fee / account holder | $70 | $15,053-99.5% | $13,006-99.5% | $13,398-99.5% |