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 | $106,746 | $88,672+20.4% | $105,223+1.4% | $82,448+29.5% |
| Participation rate | 46.2% | 67.9%-21.8pp | 75.0%-28.9pp | 68.1%-21.9pp |
| Annual return | 13.74% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,096 | $3,048-64.1% | $3,689-70.3% | $2,551-57.1% |
| Participant deferral / active EE | $3,335 | $4,036-17.4% | $5,072-34.2% | $4,139-19.4% |
| Admin fee / account holder | $20 | $7,146-99.7% | $8,859-99.8% | $7,234-99.7% |