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 3-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 | $18,488 | $67,823-72.7% | $52,425-64.7% | $137,256-86.5% |
| Participation rate | 68.4% | 63.9%+4.5pp | 55.6%+12.8pp | 80.0%-11.5pp |
| Annual return | 24.17% | 219.11%-194.9pp | 302.12%-278.0pp | 220.34%-196.2pp |
| Employer contribution / active EE | $866 | $1,163-25.5% | $914-5.2% | $4,156-79.2% |
| Participant deferral / active EE | $3,772 | $2,288+64.9% | $1,790+110.7% | $6,407-41.1% |
| Admin fee / account holder | $88 | $2,844-96.9% | $2,495-96.5% | $12,270-99.3% |