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 10-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 | $80,333 | $58,627+37.0% | $76,735+4.7% | $82,448-2.6% |
| Participation rate | 29.4% | 63.2%-33.8pp | 69.5%-40.1pp | 68.1%-38.7pp |
| Annual return | 16.94% | 39.10%-22.2pp | 29.77%-12.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $843 | $1,729-51.3% | $2,454-65.7% | $2,551-67.0% |
| Participant deferral / active EE | $2,664 | $3,134-15.0% | $4,088-34.8% | $4,139-35.7% |
| Admin fee / account holder | $0 | $5,323-100.0% | $7,189-100.0% | $7,234-100.0% |