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 | $12,614 | $102,245-87.7% | $89,340-85.9% | $137,256-90.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 28.16% | 21.89%+6.3pp | 20.57%+7.6pp | 220.34%-192.2pp |
| Employer contribution / active EE | $1,985 | $2,529-21.5% | $2,231-11.1% | $4,156-52.3% |
| Participant deferral / active EE | $2,481 | $4,436-44.1% | $3,823-35.1% | $6,407-61.3% |
| Admin fee / account holder | $20 | $8,085-99.8% | $6,704-99.7% | $12,270-99.8% |