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 | $22,138 | $72,071-69.3% | $68,368-67.6% | $137,256-83.9% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 30.47% | 353.14%-322.7pp | 292.57%-262.1pp | 220.34%-189.9pp |
| Employer contribution / active EE | $1,155 | $2,788-58.6% | $2,649-56.4% | $4,156-72.2% |
| Participant deferral / active EE | $1,689 | $4,410-61.7% | $4,123-59.0% | $6,407-73.6% |
| Admin fee / account holder | $109 | $5,336-98.0% | $5,150-97.9% | $12,270-99.1% |