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 | $33,875 | $57,590-41.2% | $86,233-60.7% | $82,448-58.9% |
| Participation rate | 53.8% | 57.9%-4.0pp | 69.0%-15.2pp | 68.1%-14.2pp |
| Annual return | 39.13% | 22.41%+16.7pp | 61.39%-22.3pp | 41.64%-2.5pp |
| Employer contribution / active EE | $1,444 | $1,655-12.8% | $2,504-42.4% | $2,551-43.4% |
| Participant deferral / active EE | $4,499 | $3,080+46.1% | $4,559-1.3% | $4,139+8.7% |
| Admin fee / account holder | $291 | $4,730-93.9% | $8,342-96.5% | $7,234-96.0% |