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 | $18,899 | $111,535-83.1% | $105,223-82.0% | $137,256-86.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 20.67% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $932 | $3,939-76.3% | $3,689-74.7% | $4,156-77.6% |
| Participant deferral / active EE | $2,069 | $5,500-62.4% | $5,072-59.2% | $6,407-67.7% |
| Admin fee / account holder | $117 | $9,721-98.8% | $8,859-98.7% | $12,270-99.1% |