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 | $23,453 | $159,934-85.3% | $147,005-84.0% | $145,959-83.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 19.28% | 98.24%-79.0pp | 418.76%-399.5pp | 561.95%-542.7pp |
| Employer contribution / active EE | $4,364 | $5,287-17.5% | $4,934-11.6% | $4,661-6.4% |
| Participant deferral / active EE | $4,364 | $8,427-48.2% | $8,070-45.9% | $6,689-34.8% |
| Admin fee / account holder | $125 | $15,053-99.2% | $13,006-99.0% | $13,398-99.1% |