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 8-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 | $55,527 | $166,020-66.6% | $164,866-66.3% | $145,959-62.0% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.8pp |
| Annual return | 11.61% | 100.08%-88.5pp | 69.97%-58.4pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,865 | $5,275-64.6% | $4,343-57.1% | $4,661-60.0% |
| Participant deferral / active EE | $2,280 | $6,961-67.2% | $6,033-62.2% | $6,689-65.9% |
| Admin fee / account holder | $103 | $16,644-99.4% | $12,689-99.2% | $13,398-99.2% |