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 3-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 | $4,243 | $67,823-93.7% | $52,425-91.9% | $137,256-96.9% |
| Participation rate | 63.6% | 63.9%-0.3pp | 55.6%+8.0pp | 80.0%-16.3pp |
| Annual return | 24.07% | 219.11%-195.0pp | 302.12%-278.1pp | 220.34%-196.3pp |
| Employer contribution / active EE | $982 | $1,163-15.6% | $914+7.4% | $4,156-76.4% |
| Participant deferral / active EE | $1,068 | $2,288-53.3% | $1,790-40.4% | $6,407-83.3% |
| Admin fee / account holder | $28 | $2,844-99.0% | $2,495-98.9% | $12,270-99.8% |