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 | $14,480 | $67,894-78.7% | $89,340-83.8% | $82,448-82.4% |
| Participation rate | 48.3% | 64.0%-15.8pp | 69.6%-21.3pp | 68.1%-19.8pp |
| Annual return | 22.37% | 19.21%+3.2pp | 20.57%+1.8pp | 41.64%-19.3pp |
| Employer contribution / active EE | $434 | $1,828-76.3% | $2,231-80.5% | $2,551-83.0% |
| Participant deferral / active EE | $1,093 | $3,072-64.4% | $3,823-71.4% | $4,139-73.6% |
| Admin fee / account holder | $183 | $5,723-96.8% | $6,704-97.3% | $7,234-97.5% |