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 | $33,429 | $88,360-62.2% | $145,433-77.0% | $67,986-50.8% |
| Participation rate | 49.0% | 65.5%-16.5pp | 82.1%-33.2pp | 57.2%-8.3pp |
| Annual return | 21.70% | 63.15%-41.4pp | 66.58%-44.9pp | 31.67%-10.0pp |
| Employer contribution / active EE | $1,619 | $3,054-47.0% | $4,554-64.5% | $2,019-19.8% |
| Participant deferral / active EE | $3,642 | $5,932-38.6% | $7,897-53.9% | $3,358+8.5% |
| Admin fee / account holder | $161 | $3,313-95.1% | $13,129-98.8% | $3,203-95.0% |