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 | $100,958 | $45,343+122.7% | $150,298-32.8% | $67,986+48.5% |
| Participation rate | 55.0% | 51.9%+3.1pp | 77.8%-22.8pp | 57.2%-2.3pp |
| Annual return | 14.39% | 33.28%-18.9pp | 62.79%-48.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,982 | $1,462+35.6% | $4,154-52.3% | $2,019-1.8% |
| Participant deferral / active EE | $4,017 | $2,055+95.5% | $5,453-26.3% | $3,358+19.6% |
| Admin fee / account holder | $0 | $2,250-100.0% | $14,116-100.0% | $3,203-100.0% |