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 3-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 | $10,450 | $111,535-90.6% | $105,223-90.1% | $137,256-92.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 23.15% | 237.85%-214.7pp | 180.65%-157.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,270 | $3,939-67.8% | $3,689-65.6% | $4,156-69.4% |
| Participant deferral / active EE | $1,565 | $5,500-71.6% | $5,072-69.1% | $6,407-75.6% |
| Admin fee / account holder | $16 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |