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 | $61,737 | $183,592-66.4% | $155,567-60.3% | $145,959-57.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.02% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,442 | $5,315-72.9% | $4,674-69.1% | $4,661-69.1% |
| Participant deferral / active EE | $7,458 | $6,464+15.4% | $5,628+32.5% | $6,689+11.5% |
| Admin fee / account holder | $134 | $19,318-99.3% | $15,916-99.2% | $13,398-99.0% |