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 | $24,819 | $29,319-15.3% | $52,425-52.7% | $82,448-69.9% |
| Participation rate | 8.3% | 46.9%-38.5pp | 55.6%-47.3pp | 68.1%-59.7pp |
| Annual return | 20.76% | 535.20%-514.4pp | 302.12%-281.4pp | 41.64%-20.9pp |
| Employer contribution / active EE | $131 | $586-77.6% | $914-85.6% | $2,551-94.8% |
| Participant deferral / active EE | $405 | $1,171-65.4% | $1,790-77.4% | $4,139-90.2% |
| Admin fee / account holder | $155 | $1,962-92.1% | $2,495-93.8% | $7,234-97.9% |