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 4-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 | $27,793 | $72,071-61.4% | $68,368-59.3% | $137,256-79.8% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 21.51% | 353.14%-331.6pp | 292.57%-271.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $794 | $2,788-71.5% | $2,649-70.0% | $4,156-80.9% |
| Participant deferral / active EE | $1,996 | $4,410-54.7% | $4,123-51.6% | $6,407-68.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |