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 | $38,192 | $154,228-75.2% | $145,433-73.7% | $137,256-72.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 19.44% | 74.59%-55.2pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,053 | $4,804-78.1% | $4,554-76.9% | $4,156-74.7% |
| Participant deferral / active EE | $3,113 | $8,216-62.1% | $7,897-60.6% | $6,407-51.4% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |