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 | $21,430 | $97,125-77.9% | $86,233-75.1% | $137,256-84.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 26.31% | 74.19%-47.9pp | 61.39%-35.1pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,751 | $2,841-38.4% | $2,504-30.1% | $4,156-57.9% |
| Participant deferral / active EE | $2,117 | $5,180-59.1% | $4,559-53.6% | $6,407-67.0% |
| Admin fee / account holder | $53 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |