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 5-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 | $54,929 | $209,336-73.8% | $197,124-72.1% | $137,256-60.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 23.14% | 48.09%-24.9pp | 44.34%-21.2pp | 220.34%-197.2pp |
| Employer contribution / active EE | $4,838 | $6,591-26.6% | $6,227-22.3% | $4,156+16.4% |
| Participant deferral / active EE | $13,781 | $9,614+43.3% | $9,135+50.9% | $6,407+115.1% |
| Admin fee / account holder | $75 | $17,308-99.6% | $16,298-99.5% | $12,270-99.4% |