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 | $23,490 | $72,071-67.4% | $68,368-65.6% | $137,256-82.9% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.0%-18.4pp |
| Annual return | 20.62% | 353.14%-332.5pp | 292.57%-272.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,097 | $2,788-60.7% | $2,649-58.6% | $4,156-73.6% |
| Participant deferral / active EE | $3,881 | $4,410-12.0% | $4,123-5.9% | $6,407-39.4% |
| Admin fee / account holder | $131 | $5,336-97.5% | $5,150-97.5% | $12,270-98.9% |