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 | $22,386 | $72,071-68.9% | $68,368-67.3% | $137,256-83.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 17.48% | 353.14%-335.7pp | 292.57%-275.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,813 | $2,788-35.0% | $2,649-31.5% | $4,156-56.4% |
| Participant deferral / active EE | $2,561 | $4,410-41.9% | $4,123-37.9% | $6,407-60.0% |
| Admin fee / account holder | $6 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |