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 7-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 | $22,592 | $111,535-79.7% | $105,223-78.5% | $137,256-83.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 21.47% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,286 | $3,939-67.4% | $3,689-65.1% | $4,156-69.1% |
| Participant deferral / active EE | $2,590 | $5,500-52.9% | $5,072-48.9% | $6,407-59.6% |
| Admin fee / account holder | $275 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |