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 8-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 | $18,501 | $72,071-74.3% | $68,368-72.9% | $137,256-86.5% |
| Participation rate | 46.7% | 76.2%-29.6pp | 73.8%-27.1pp | 80.0%-33.3pp |
| Annual return | 19.38% | 353.14%-333.8pp | 292.57%-273.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $465 | $2,788-83.3% | $2,649-82.4% | $4,156-88.8% |
| Participant deferral / active EE | $1,219 | $4,410-72.4% | $4,123-70.4% | $6,407-81.0% |
| Admin fee / account holder | $292 | $5,336-94.5% | $5,150-94.3% | $12,270-97.6% |