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 7-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 | $10,993 | $97,125-88.7% | $86,233-87.3% | $137,256-92.0% |
| Participation rate | 47.1% | 74.2%-27.1pp | 69.0%-22.0pp | 80.0%-32.9pp |
| Annual return | 19.79% | 74.19%-54.4pp | 61.39%-41.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $629 | $2,841-77.8% | $2,504-74.9% | $4,156-84.9% |
| Participant deferral / active EE | $900 | $5,180-82.6% | $4,559-80.3% | $6,407-86.0% |
| Admin fee / account holder | $216 | $9,725-97.8% | $8,342-97.4% | $12,270-98.2% |