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 | $61,625 | $100,970-39.0% | $96,576-36.2% | $137,256-55.1% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 24.19% | 38.16%-14.0pp | 38.47%-14.3pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,852 | $3,809-51.4% | $3,553-47.9% | $4,156-55.5% |
| Participant deferral / active EE | $20,168 | $8,286+143.4% | $7,956+153.5% | $6,407+214.8% |
| Admin fee / account holder | $165 | $11,312-98.5% | $11,381-98.5% | $12,270-98.7% |