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 8-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 | $16,284 | $72,071-77.4% | $68,368-76.2% | $137,256-88.1% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.0%-50.0pp |
| Annual return | 21.51% | 353.14%-331.6pp | 292.57%-271.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $692 | $2,788-75.2% | $2,649-73.9% | $4,156-83.3% |
| Participant deferral / active EE | $1,281 | $4,410-71.0% | $4,123-68.9% | $6,407-80.0% |
| Admin fee / account holder | $176 | $5,336-96.7% | $5,150-96.6% | $12,270-98.6% |