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 | $12,208 | $111,814-89.1% | $93,654-87.0% | $145,959-91.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 13.52% | 203.30%-189.8pp | 133.34%-119.8pp | 561.95%-548.4pp |
| Employer contribution / active EE | $881 | $3,092-71.5% | $2,421-63.6% | $4,661-81.1% |
| Participant deferral / active EE | $1,762 | $4,914-64.2% | $4,413-60.1% | $6,689-73.7% |
| Admin fee / account holder | $81 | $10,246-99.2% | $8,282-99.0% | $13,398-99.4% |