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 4-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 | $54,680 | $172,111-68.2% | $150,298-63.6% | $137,256-60.2% |
| Participation rate | 35.7% | 81.7%-46.0pp | 77.8%-42.0pp | 80.0%-44.2pp |
| Annual return | 15.61% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,230 | $4,636-73.5% | $4,154-70.4% | $4,156-70.4% |
| Participant deferral / active EE | $3,705 | $6,166-39.9% | $5,453-32.0% | $6,407-42.2% |
| Admin fee / account holder | $270 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |