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 | $8,552 | $76,785-88.9% | $56,441-84.8% | $145,959-94.1% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 12.51% | 3000.51%-2988.0pp | 1704.21%-1691.7pp | 561.95%-549.4pp |
| Employer contribution / active EE | $447 | $1,381-67.6% | $1,039-57.0% | $4,661-90.4% |
| Participant deferral / active EE | $1,327 | $2,624-49.4% | $1,953-32.0% | $6,689-80.2% |
| Admin fee / account holder | $194 | $3,334-94.2% | $2,829-93.1% | $13,398-98.6% |