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 10-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 | $98,384 | $159,934-38.5% | $147,005-33.1% | $145,959-32.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.83% | 98.24%-82.4pp | 418.76%-402.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,448 | $5,287-53.7% | $4,934-50.4% | $4,661-47.5% |
| Participant deferral / active EE | $5,071 | $8,427-39.8% | $8,070-37.2% | $6,689-24.2% |
| Admin fee / account holder | $152 | $15,053-99.0% | $13,006-98.8% | $13,398-98.9% |