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 9-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 | $161,154 | $154,228+4.5% | $145,433+10.8% | $137,256+17.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.87% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,543 | $4,804-47.1% | $4,554-44.2% | $4,156-38.8% |
| Participant deferral / active EE | $3,812 | $8,216-53.6% | $7,897-51.7% | $6,407-40.5% |
| Admin fee / account holder | $40 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |