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 | $38,350 | $29,667+29.3% | $56,441-32.1% | $80,874-52.6% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.6%-47.6pp |
| Annual return | 13.69% | 35.22%-21.5pp | 1704.21%-1690.5pp | 35.62%-21.9pp |
| Employer contribution / active EE | $654 | $669-2.3% | $1,039-37.1% | $2,756-76.3% |
| Participant deferral / active EE | $1,357 | $1,227+10.7% | $1,953-30.5% | $4,297-68.4% |
| Admin fee / account holder | $4 | $2,429-99.8% | $2,829-99.8% | $6,935-99.9% |