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 | $41,975 | $61,789-32.1% | $97,167-56.8% | $80,874-48.1% |
| Participation rate | 31.8% | 63.5%-31.7pp | 72.7%-40.9pp | 67.6%-35.8pp |
| Annual return | 13.42% | -557.90%+571.3pp | 75.27%-61.8pp | 35.62%-22.2pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,870 | $3,028-38.2% | $4,264-56.1% | $4,297-56.5% |
| Admin fee / account holder | $48 | $5,168-99.1% | $5,650-99.2% | $6,935-99.3% |