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 | $22,938 | $88,672-74.1% | $105,223-78.2% | $82,448-72.2% |
| Participation rate | 40.8% | 67.9%-27.1pp | 75.0%-34.2pp | 68.1%-27.3pp |
| Annual return | 118.26% | 30.86%+87.4pp | 180.65%-62.4pp | 41.64%+76.6pp |
| Employer contribution / active EE | $1,328 | $3,048-56.4% | $3,689-64.0% | $2,551-47.9% |
| Participant deferral / active EE | $2,008 | $4,036-50.2% | $5,072-60.4% | $4,139-51.5% |
| Admin fee / account holder | $252 | $7,146-96.5% | $8,859-97.2% | $7,234-96.5% |