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 7-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 | $68,792 | $87,037-21.0% | $106,201-35.2% | $80,874-14.9% |
| Participation rate | 60.7% | 70.4%-9.7pp | 75.3%-14.6pp | 67.6%-6.9pp |
| Annual return | 13.41% | 17.05%-3.6pp | 116.26%-102.9pp | 35.62%-22.2pp |
| Employer contribution / active EE | $2,126 | $2,396-11.3% | $3,170-32.9% | $2,756-22.9% |
| Participant deferral / active EE | $4,797 | $3,986+20.3% | $5,012-4.3% | $4,297+11.6% |
| Admin fee / account holder | $0 | $8,434-100.0% | $11,039-100.0% | $6,935-100.0% |