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 | $96,967 | $124,425-22.1% | $112,040-13.5% | $137,256-29.4% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.5%-39.0pp | 80.0%-42.5pp |
| Annual return | 19.56% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $925 | $3,411-72.9% | $2,954-68.7% | $4,156-77.7% |
| Participant deferral / active EE | $2,330 | $5,718-59.3% | $5,098-54.3% | $6,407-63.6% |
| Admin fee / account holder | $287 | $15,207-98.1% | $12,098-97.6% | $12,270-97.7% |