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 | $8,836 | $67,823-87.0% | $52,425-83.1% | $137,256-93.6% |
| Participation rate | 37.5% | 63.9%-26.4pp | 55.6%-18.1pp | 80.0%-42.5pp |
| Annual return | 32.44% | 219.11%-186.7pp | 302.12%-269.7pp | 220.34%-187.9pp |
| Employer contribution / active EE | $911 | $1,163-21.7% | $914-0.4% | $4,156-78.1% |
| Participant deferral / active EE | $959 | $2,288-58.1% | $1,790-46.5% | $6,407-85.0% |
| Admin fee / account holder | $153 | $2,844-94.6% | $2,495-93.9% | $12,270-98.8% |