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 6-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 | $25,427 | $172,111-85.2% | $150,298-83.1% | $137,256-81.5% |
| Participation rate | 64.7% | 81.7%-17.0pp | 77.8%-13.1pp | 80.0%-15.3pp |
| Annual return | 18.47% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,866 | $4,636-59.7% | $4,154-55.1% | $4,156-55.1% |
| Participant deferral / active EE | $4,765 | $6,166-22.7% | $5,453-12.6% | $6,407-25.6% |
| Admin fee / account holder | $211 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |