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 10-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 | $146,329 | $88,710+65.0% | $81,783+78.9% | $145,959+0.3% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 16.22% | 1027.26%-1011.0pp | 775.05%-758.8pp | 561.95%-545.7pp |
| Employer contribution / active EE | $3,384 | $3,083+9.7% | $2,913+16.2% | $4,661-27.4% |
| Participant deferral / active EE | $6,035 | $4,645+29.9% | $4,320+39.7% | $6,689-9.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |