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 | $26,655 | $67,823-60.7% | $52,425-49.2% | $137,256-80.6% |
| Participation rate | 64.3% | 63.9%+0.4pp | 55.6%+8.7pp | 80.0%-15.7pp |
| Annual return | 19.87% | 219.11%-199.2pp | 302.12%-282.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,211 | $1,163+4.1% | $914+32.4% | $4,156-70.9% |
| Participant deferral / active EE | $4,310 | $2,288+88.4% | $1,790+140.7% | $6,407-32.7% |
| Admin fee / account holder | $248 | $2,844-91.3% | $2,495-90.1% | $12,270-98.0% |