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 | $76,489 | $180,749-57.7% | $160,784-52.4% | $137,256-44.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 15.98% | 2234.46%-2218.5pp | 1803.92%-1787.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,750 | $4,155-9.8% | $3,733+0.5% | $4,156-9.8% |
| Participant deferral / active EE | $6,744 | $6,844-1.5% | $6,293+7.2% | $6,407+5.3% |
| Admin fee / account holder | $18 | $10,397-99.8% | $9,717-99.8% | $12,270-99.9% |