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 | $16,824 | $161,352-89.6% | $134,172-87.5% | $137,256-87.7% |
| Participation rate | 63.6% | 78.3%-14.6pp | 72.5%-8.8pp | 80.0%-16.3pp |
| Annual return | 23.09% | 28.72%-5.6pp | 25.30%-2.2pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,301 | $4,099-43.9% | $3,420-32.7% | $4,156-44.6% |
| Participant deferral / active EE | $2,301 | $5,552-58.6% | $4,690-50.9% | $6,407-64.1% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |