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 | $67,547 | $99,921-32.4% | $85,009-20.5% | $145,959-53.7% |
| Participation rate | 17.6% | 74.1%-56.4pp | 67.5%-49.9pp | 80.3%-62.6pp |
| Annual return | 8.89% | 83.89%-75.0pp | 66.47%-57.6pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,219 | $3,233-62.3% | $2,728-55.3% | $4,661-73.8% |
| Participant deferral / active EE | $2,235 | $5,293-57.8% | $4,522-50.6% | $6,689-66.6% |
| Admin fee / account holder | $8 | $7,252-99.9% | $6,153-99.9% | $13,398-99.9% |