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 | $14,385 | $29,319-50.9% | $52,425-72.6% | $82,448-82.6% |
| Participation rate | 7.1% | 46.9%-39.7pp | 55.6%-48.5pp | 68.1%-60.9pp |
| Annual return | 27.05% | 535.20%-508.1pp | 302.12%-275.1pp | 41.64%-14.6pp |
| Employer contribution / active EE | $186 | $586-68.3% | $914-79.6% | $2,551-92.7% |
| Participant deferral / active EE | $337 | $1,171-71.2% | $1,790-81.2% | $4,139-91.9% |
| Admin fee / account holder | $166 | $1,962-91.5% | $2,495-93.3% | $7,234-97.7% |