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 | $31,509 | $108,912-71.1% | $100,383-68.6% | $145,959-78.4% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 13.12% | 57.96%-44.8pp | 49.26%-36.1pp | 561.95%-548.8pp |
| Employer contribution / active EE | $3,072 | $4,423-30.5% | $3,944-22.1% | $4,661-34.1% |
| Participant deferral / active EE | $4,433 | $8,451-47.5% | $8,086-45.2% | $6,689-33.7% |
| Admin fee / account holder | $51 | $9,690-99.5% | $7,900-99.4% | $13,398-99.6% |