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 | $61,620 | $100,004-38.4% | $81,438-24.3% | $145,959-57.8% |
| Participation rate | 47.6% | 74.2%-26.6pp | 69.5%-21.9pp | 80.3%-32.7pp |
| Annual return | 9.31% | 34.34%-25.0pp | 24.74%-15.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,105 | $2,970-29.1% | $2,460-14.4% | $4,661-54.8% |
| Participant deferral / active EE | $4,690 | $4,603+1.9% | $3,883+20.8% | $6,689-29.9% |
| Admin fee / account holder | $172 | $8,202-97.9% | $5,764-97.0% | $13,398-98.7% |