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 | $32,328 | $67,823-52.3% | $52,425-38.3% | $137,256-76.4% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 42.03% | 219.11%-177.1pp | 302.12%-260.1pp | 220.34%-178.3pp |
| Employer contribution / active EE | $736 | $1,163-36.7% | $914-19.5% | $4,156-82.3% |
| Participant deferral / active EE | $4,107 | $2,288+79.5% | $1,790+129.4% | $6,407-35.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |