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 9-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 | $14,730 | $72,071-79.6% | $68,368-78.5% | $137,256-89.3% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 20.09% | 353.14%-333.1pp | 292.57%-272.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $941 | $2,788-66.2% | $2,649-64.5% | $4,156-77.4% |
| Participant deferral / active EE | $2,832 | $4,410-35.8% | $4,123-31.3% | $6,407-55.8% |
| Admin fee / account holder | $179 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |