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.
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 | $79,861 | $172,111-53.6% | $150,298-46.9% | $137,256-41.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 28.73% | 69.37%-40.6pp | 62.79%-34.1pp | 220.34%-191.6pp |
| Employer contribution / active EE | $17,036 | $4,636+267.5% | $4,154+310.1% | $4,156+309.9% |
| Participant deferral / active EE | $15,667 | $6,166+154.1% | $5,453+187.3% | $6,407+144.5% |
| Admin fee / account holder | $95 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |