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 4-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 | $19,970 | $56,060-64.4% | $76,002-73.7% | $80,874-75.3% |
| Participation rate | 47.7% | 62.0%-14.3pp | 69.1%-21.4pp | 67.6%-19.9pp |
| Annual return | 12.60% | 20.54%-7.9pp | 360.07%-347.5pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,037 | $1,873-44.6% | $2,688-61.4% | $2,756-62.4% |
| Participant deferral / active EE | $2,178 | $3,051-28.6% | $4,257-48.8% | $4,297-49.3% |
| Admin fee / account holder | $257 | $5,237-95.1% | $6,414-96.0% | $6,935-96.3% |