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 | $14,480 | $149,040-90.3% | $120,225-88.0% | $137,256-89.5% |
| Participation rate | 63.2% | 75.4%-12.3pp | 69.6%-6.4pp | 80.0%-16.8pp |
| Annual return | 20.16% | 605.68%-585.5pp | 439.23%-419.1pp | 220.34%-200.2pp |
| Employer contribution / active EE | $777 | $4,350-82.1% | $3,475-77.6% | $4,156-81.3% |
| Participant deferral / active EE | $1,394 | $4,655-70.0% | $3,999-65.1% | $6,407-78.2% |
| Admin fee / account holder | $168 | $6,348-97.4% | $5,696-97.0% | $12,270-98.6% |