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 | $10,948 | $72,071-84.8% | $68,368-84.0% | $137,256-92.0% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 18.60% | 353.14%-334.5pp | 292.57%-274.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $393 | $2,788-85.9% | $2,649-85.2% | $4,156-90.5% |
| Participant deferral / active EE | $768 | $4,410-82.6% | $4,123-81.4% | $6,407-88.0% |
| Admin fee / account holder | $103 | $5,336-98.1% | $5,150-98.0% | $12,270-99.2% |