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 | $23,562 | $154,228-84.7% | $145,433-83.8% | $137,256-82.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 26.73% | 74.59%-47.9pp | 66.58%-39.8pp | 220.34%-193.6pp |
| Employer contribution / active EE | $3,121 | $4,804-35.0% | $4,554-31.5% | $4,156-24.9% |
| Participant deferral / active EE | $4,577 | $8,216-44.3% | $7,897-42.0% | $6,407-28.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |