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 | $22,560 | $29,667-24.0% | $56,441-60.0% | $80,874-72.1% |
| Participation rate | 23.8% | 41.7%-17.9pp | 52.5%-28.7pp | 67.6%-43.8pp |
| Annual return | 19.81% | 35.22%-15.4pp | 1704.21%-1684.4pp | 35.62%-15.8pp |
| Employer contribution / active EE | $705 | $669+5.3% | $1,039-32.2% | $2,756-74.4% |
| Participant deferral / active EE | $1,120 | $1,227-8.6% | $1,953-42.6% | $4,297-73.9% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |