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 | $65,417 | $172,111-62.0% | $150,298-56.5% | $137,256-52.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 22.88% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $6,137 | $4,636+32.4% | $4,154+47.7% | $4,156+47.7% |
| Participant deferral / active EE | $9,363 | $6,166+51.9% | $5,453+71.7% | $6,407+46.1% |
| Admin fee / account holder | $248 | $16,471-98.5% | $14,116-98.2% | $12,270-98.0% |