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 6-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 | $175,602 | $72,071+143.6% | $68,368+156.8% | $137,256+27.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 88.87% | 353.14%-264.3pp | 292.57%-203.7pp | 220.34%-131.5pp |
| Employer contribution / active EE | $866 | $2,788-69.0% | $2,649-67.3% | $4,156-79.2% |
| Participant deferral / active EE | $866 | $4,410-80.4% | $4,123-79.0% | $6,407-86.5% |
| Admin fee / account holder | $88 | $5,336-98.4% | $5,150-98.3% | $12,270-99.3% |