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 | $33,741 | $97,125-65.3% | $86,233-60.9% | $137,256-75.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 19.00% | 74.19%-55.2pp | 61.39%-42.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,275 | $2,841-55.1% | $2,504-49.1% | $4,156-69.3% |
| Participant deferral / active EE | $1,275 | $5,180-75.4% | $4,559-72.0% | $6,407-80.1% |
| Admin fee / account holder | $184 | $9,725-98.1% | $8,342-97.8% | $12,270-98.5% |