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 4-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 | $68,806 | $169,161-59.3% | $129,295-46.8% | $145,959-52.9% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 13.80% | 14348.07%-14334.3pp | 9429.28%-9415.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $3,114 | $5,543-43.8% | $4,157-25.1% | $4,661-33.2% |
| Participant deferral / active EE | $6,411 | $4,989+28.5% | $4,169+53.8% | $6,689-4.1% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |