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 | $50,599 | $172,111-70.6% | $150,298-66.3% | $137,256-63.1% |
| Participation rate | 23.8% | 81.7%-57.9pp | 77.8%-54.0pp | 80.0%-56.2pp |
| Annual return | 15.56% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,112 | $4,636-76.0% | $4,154-73.2% | $4,156-73.2% |
| Participant deferral / active EE | $2,496 | $6,166-59.5% | $5,453-54.2% | $6,407-61.0% |
| Admin fee / account holder | $135 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |