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 | $31,875 | $88,710-64.1% | $81,783-61.0% | $145,959-78.2% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 16.38% | 1027.26%-1010.9pp | 775.05%-758.7pp | 561.95%-545.6pp |
| Employer contribution / active EE | $587 | $3,083-81.0% | $2,913-79.9% | $4,661-87.4% |
| Participant deferral / active EE | $780 | $4,645-83.2% | $4,320-82.0% | $6,689-88.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |