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 9-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 | $54,752 | $72,071-24.0% | $68,368-19.9% | $137,256-60.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 17.96% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $882 | $2,788-68.4% | $2,649-66.7% | $4,156-78.8% |
| Participant deferral / active EE | $968 | $4,410-78.1% | $4,123-76.5% | $6,407-84.9% |
| Admin fee / account holder | $113 | $5,336-97.9% | $5,150-97.8% | $12,270-99.1% |