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 9-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 | $151,102 | $172,111-12.2% | $150,298+0.5% | $137,256+10.1% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 11.72% | 69.37%-57.7pp | 62.79%-51.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,769 | $4,636-61.8% | $4,154-57.4% | $4,156-57.4% |
| Participant deferral / active EE | $6,083 | $6,166-1.3% | $5,453+11.6% | $6,407-5.1% |
| Admin fee / account holder | $229 | $16,471-98.6% | $14,116-98.4% | $12,270-98.1% |