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 5-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 | $55,639 | $29,319+89.8% | $52,425+6.1% | $82,448-32.5% |
| Participation rate | 10.3% | 46.9%-36.6pp | 55.6%-45.4pp | 68.1%-57.8pp |
| Annual return | 19.13% | 535.20%-516.1pp | 302.12%-283.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $241 | $586-58.9% | $914-73.6% | $2,551-90.6% |
| Participant deferral / active EE | $1,725 | $1,171+47.3% | $1,790-3.7% | $4,139-58.3% |
| Admin fee / account holder | $154 | $1,962-92.1% | $2,495-93.8% | $7,234-97.9% |