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.
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 | $12,411 | $81,233-84.7% | $155,567-92.0% | $80,874-84.7% |
| Participation rate | 61.5% | 66.2%-4.7pp | 78.2%-16.7pp | 67.6%-6.1pp |
| Annual return | 123.79% | 33.33%+90.5pp | 64.74%+59.1pp | 35.62%+88.2pp |
| Employer contribution / active EE | $977 | $3,101-68.5% | $4,674-79.1% | $2,756-64.6% |
| Participant deferral / active EE | $1,933 | $3,452-44.0% | $5,628-65.6% | $4,297-55.0% |
| Admin fee / account holder | $10 | $7,998-99.9% | $15,916-99.9% | $6,935-99.9% |