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 | $24,276 | $87,166-72.2% | $76,735-68.4% | $137,256-82.3% |
| Participation rate | 36.4% | 74.4%-38.0pp | 69.5%-33.1pp | 80.0%-43.6pp |
| Annual return | 18.77% | 26.50%-7.7pp | 29.77%-11.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $995 | $2,904-65.7% | $2,454-59.5% | $4,156-76.1% |
| Participant deferral / active EE | $1,817 | $4,726-61.6% | $4,088-55.5% | $6,407-71.6% |
| Admin fee / account holder | $105 | $8,403-98.8% | $7,189-98.5% | $12,270-99.1% |