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 | $198,910 | $100,970+97.0% | $96,576+106.0% | $137,256+44.9% |
| Participation rate | 62.5% | 82.6%-20.1pp | 81.4%-18.9pp | 80.0%-17.5pp |
| Annual return | 12.84% | 38.16%-25.3pp | 38.47%-25.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,902 | $3,809+2.4% | $3,553+9.8% | $4,156-6.1% |
| Participant deferral / active EE | $4,354 | $8,286-47.5% | $7,956-45.3% | $6,407-32.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |