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 5-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 | $35,777 | $72,071-50.4% | $68,368-47.7% | $137,256-73.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 23.25% | 353.14%-329.9pp | 292.57%-269.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $4,125 | $2,788+48.0% | $2,649+55.7% | $4,156-0.7% |
| Participant deferral / active EE | $7,616 | $4,410+72.7% | $4,123+84.7% | $6,407+18.9% |
| Admin fee / account holder | $219 | $5,336-95.9% | $5,150-95.8% | $12,270-98.2% |