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 10-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 | $78,253 | $102,245-23.5% | $89,340-12.4% | $137,256-43.0% |
| Participation rate | 27.3% | 74.9%-47.6pp | 69.6%-42.3pp | 80.0%-52.7pp |
| Annual return | 16.67% | 21.89%-5.2pp | 20.57%-3.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $279 | $2,529-89.0% | $2,231-87.5% | $4,156-93.3% |
| Participant deferral / active EE | $933 | $4,436-79.0% | $3,823-75.6% | $6,407-85.4% |
| Admin fee / account holder | $35 | $8,085-99.6% | $6,704-99.5% | $12,270-99.7% |