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 | $55,054 | $102,245-46.2% | $89,340-38.4% | $137,256-59.9% |
| Participation rate | 25.0% | 74.9%-49.9pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 17.40% | 21.89%-4.5pp | 20.57%-3.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $925 | $2,529-63.4% | $2,231-58.6% | $4,156-77.8% |
| Participant deferral / active EE | $8,163 | $4,436+84.0% | $3,823+113.5% | $6,407+27.4% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |