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 6-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 | $103,711 | $99,921+3.8% | $85,009+22.0% | $145,959-28.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 8.71% | 83.89%-75.2pp | 66.47%-57.8pp | 561.95%-553.2pp |
| Employer contribution / active EE | $3,508 | $3,233+8.5% | $2,728+28.6% | $4,661-24.7% |
| Participant deferral / active EE | $7,017 | $5,293+32.6% | $4,522+55.2% | $6,689+4.9% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |