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 | $52,384 | $97,125-46.1% | $86,233-39.3% | $137,256-61.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 25.82% | 74.19%-48.4pp | 61.39%-35.6pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,242 | $2,841-56.3% | $2,504-50.4% | $4,156-70.1% |
| Participant deferral / active EE | $9,607 | $5,180+85.5% | $4,559+110.7% | $6,407+50.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |