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 | $22,266 | $57,590-61.3% | $86,233-74.2% | $82,448-73.0% |
| Participation rate | 36.1% | 57.9%-21.8pp | 69.0%-32.9pp | 68.1%-32.0pp |
| Annual return | 25.82% | 22.41%+3.4pp | 61.39%-35.6pp | 41.64%-15.8pp |
| Employer contribution / active EE | $529 | $1,655-68.0% | $2,504-78.9% | $2,551-79.3% |
| Participant deferral / active EE | $2,116 | $3,080-31.3% | $4,559-53.6% | $4,139-48.9% |
| Admin fee / account holder | $19 | $4,730-99.6% | $8,342-99.8% | $7,234-99.7% |