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 | $42,988 | $100,970-57.4% | $96,576-55.5% | $137,256-68.7% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 19.34% | 38.16%-18.8pp | 38.47%-19.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,500 | $3,809-8.1% | $3,553-1.5% | $4,156-15.8% |
| Participant deferral / active EE | $4,667 | $8,286-43.7% | $7,956-41.3% | $6,407-27.2% |
| Admin fee / account holder | $117 | $11,312-99.0% | $11,381-99.0% | $12,270-99.0% |