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 6-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 | $149,250 | $100,970+47.8% | $96,576+54.5% | $137,256+8.7% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 18.31% | 38.16%-19.8pp | 38.47%-20.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $896 | $3,809-76.5% | $3,553-74.8% | $4,156-78.4% |
| Participant deferral / active EE | $5,868 | $8,286-29.2% | $7,956-26.3% | $6,407-8.4% |
| Admin fee / account holder | $288 | $11,312-97.5% | $11,381-97.5% | $12,270-97.7% |