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 | $13,731 | $67,823-79.8% | $52,425-73.8% | $137,256-90.0% |
| Participation rate | 30.0% | 63.9%-33.9pp | 55.6%-25.6pp | 80.0%-50.0pp |
| Annual return | 22.51% | 219.11%-196.6pp | 302.12%-279.6pp | 220.34%-197.8pp |
| Employer contribution / active EE | $363 | $1,163-68.8% | $914-60.3% | $4,156-91.3% |
| Participant deferral / active EE | $431 | $2,288-81.1% | $1,790-75.9% | $6,407-93.3% |
| Admin fee / account holder | $20 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |