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 6-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 | $112,964 | $172,111-34.4% | $150,298-24.8% | $137,256-17.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 22.51% | 69.37%-46.9pp | 62.79%-40.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,506 | $4,636-46.0% | $4,154-39.7% | $4,156-39.7% |
| Participant deferral / active EE | $6,694 | $6,166+8.6% | $5,453+22.8% | $6,407+4.5% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |