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 | $11,785 | $101,618-88.4% | $93,063-87.3% | $137,256-91.4% |
| Participation rate | 0.0% | 74.9%-74.9pp | 72.1%-72.1pp | 80.0%-80.0pp |
| Annual return | 23.28% | 223.95%-200.7pp | 34.15%-10.9pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,380 | $2,707-49.0% | $2,476-44.3% | $4,156-66.8% |
| Participant deferral / active EE | $1,380 | $4,279-67.8% | $3,958-65.1% | $6,407-78.5% |
| Admin fee / account holder | $4 | $6,198-99.9% | $6,033-99.9% | $12,270-100.0% |