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 | $19,011 | $68,097-72.1% | $62,929-69.8% | $137,256-86.1% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 28.03% | 1859.11%-1831.1pp | 1063.93%-1035.9pp | 220.34%-192.3pp |
| Employer contribution / active EE | $630 | $2,811-77.6% | $2,505-74.8% | $4,156-84.8% |
| Participant deferral / active EE | $1,575 | $4,553-65.4% | $3,888-59.5% | $6,407-75.4% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |