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 | $44,888 | $111,814-59.9% | $103,374-56.6% | $145,959-69.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 17.19% | 24.77%-7.6pp | 24.89%-7.7pp | 561.95%-544.8pp |
| Employer contribution / active EE | $1,517 | $4,214-64.0% | $3,869-60.8% | $4,661-67.5% |
| Participant deferral / active EE | $2,854 | $5,618-49.2% | $5,058-43.6% | $6,689-57.3% |
| Admin fee / account holder | $82 | $9,754-99.2% | $8,394-99.0% | $13,398-99.4% |