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 | $22,531 | $72,071-68.7% | $68,368-67.0% | $137,256-83.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.06% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,035 | $2,788-62.9% | $2,649-60.9% | $4,156-75.1% |
| Participant deferral / active EE | $1,035 | $4,410-76.5% | $4,123-74.9% | $6,407-83.8% |
| Admin fee / account holder | $104 | $5,336-98.1% | $5,150-98.0% | $12,270-99.2% |