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 | $39,666 | $76,785-48.3% | $56,441-29.7% | $145,959-72.8% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | 7.74% | 3000.51%-2992.8pp | 1704.21%-1696.5pp | 561.95%-554.2pp |
| Employer contribution / active EE | $532 | $1,381-61.5% | $1,039-48.8% | $4,661-88.6% |
| Participant deferral / active EE | $1,358 | $2,624-48.3% | $1,953-30.5% | $6,689-79.7% |
| Admin fee / account holder | $111 | $3,334-96.7% | $2,829-96.1% | $13,398-99.2% |