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 | $31,769 | $112,729-71.8% | $98,716-67.8% | $137,256-76.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 21.78% | 38.48%-16.7pp | 31.81%-10.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,575 | $2,725-42.2% | $2,279-30.9% | $4,156-62.1% |
| Participant deferral / active EE | $1,949 | $4,640-58.0% | $4,048-51.9% | $6,407-69.6% |
| Admin fee / account holder | $259 | $10,129-97.4% | $8,703-97.0% | $12,270-97.9% |