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 5-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 | $19,459 | $81,233-76.0% | $155,567-87.5% | $80,874-75.9% |
| Participation rate | 51.5% | 66.2%-14.7pp | 78.2%-26.7pp | 67.6%-16.1pp |
| Annual return | 20.63% | 33.33%-12.7pp | 64.74%-44.1pp | 35.62%-15.0pp |
| Employer contribution / active EE | $849 | $3,101-72.6% | $4,674-81.8% | $2,756-69.2% |
| Participant deferral / active EE | $1,995 | $3,452-42.2% | $5,628-64.5% | $4,297-53.6% |
| Admin fee / account holder | $132 | $7,998-98.3% | $15,916-99.2% | $6,935-98.1% |