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 6-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 | $23,357 | $166,020-85.9% | $164,866-85.8% | $145,959-84.0% |
| Participation rate | 40.9% | 82.0%-41.1pp | 78.6%-37.7pp | 80.3%-39.4pp |
| Annual return | 13.39% | 100.08%-86.7pp | 69.97%-56.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,455 | $6,961-64.7% | $6,033-59.3% | $6,689-63.3% |
| Admin fee / account holder | $235 | $16,644-98.6% | $12,689-98.1% | $13,398-98.2% |