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 7-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 | $82,107 | $209,336-60.8% | $197,124-58.3% | $137,256-40.2% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 21.72% | 48.09%-26.4pp | 44.34%-22.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,848 | $6,591-72.0% | $6,227-70.3% | $4,156-55.5% |
| Participant deferral / active EE | $5,763 | $9,614-40.1% | $9,135-36.9% | $6,407-10.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |