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 | $32,559 | $111,814-70.9% | $93,654-65.2% | $145,959-77.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 182.36% | 203.30%-20.9pp | 133.34%+49.0pp | 561.95%-379.6pp |
| Employer contribution / active EE | $1,084 | $3,092-64.9% | $2,421-55.2% | $4,661-76.7% |
| Participant deferral / active EE | $1,822 | $4,914-62.9% | $4,413-58.7% | $6,689-72.8% |
| Admin fee / account holder | $42 | $10,246-99.6% | $8,282-99.5% | $13,398-99.7% |