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 4-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 | $24,312 | $68,097-64.3% | $62,929-61.4% | $137,256-82.3% |
| Participation rate | 46.2% | 77.4%-31.3pp | 73.1%-27.0pp | 80.0%-33.8pp |
| Annual return | 18.63% | 1859.11%-1840.5pp | 1063.93%-1045.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $490 | $2,811-82.6% | $2,505-80.4% | $4,156-88.2% |
| Participant deferral / active EE | $3,161 | $4,553-30.6% | $3,888-18.7% | $6,407-50.7% |
| Admin fee / account holder | $275 | $6,521-95.8% | $5,065-94.6% | $12,270-97.8% |