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 | $5,946 | $101,618-94.1% | $93,063-93.6% | $137,256-95.7% |
| Participation rate | 37.5% | 74.9%-37.4pp | 72.1%-34.6pp | 80.0%-42.5pp |
| Annual return | 133.45% | 223.95%-90.5pp | 34.15%+99.3pp | 220.34%-86.9pp |
| Employer contribution / active EE | $658 | $2,707-75.7% | $2,476-73.4% | $4,156-84.2% |
| Participant deferral / active EE | $814 | $4,279-81.0% | $3,958-79.4% | $6,407-87.3% |
| Admin fee / account holder | $29 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |