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 | $35,793 | $124,425-71.2% | $112,040-68.1% | $137,256-73.9% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 20.61% | 24.72%-4.1pp | 24.52%-3.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,957 | $3,411+45.3% | $2,954+67.8% | $4,156+19.3% |
| Participant deferral / active EE | $5,100 | $5,718-10.8% | $5,0980% | $6,407-20.4% |
| Admin fee / account holder | $169 | $15,207-98.9% | $12,098-98.6% | $12,270-98.6% |