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 3-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 | $10,280 | $70,532-85.4% | $68,948-85.1% | $137,256-92.5% |
| Participation rate | 60.0% | 81.0%-21.0pp | 79.2%-19.2pp | 80.0%-20.0pp |
| Annual return | 26.11% | 32.56%-6.4pp | 28.39%-2.3pp | 220.34%-194.2pp |
| Employer contribution / active EE | $754 | $4,355-82.7% | $4,165-81.9% | $4,156-81.9% |
| Participant deferral / active EE | $1,850 | $6,773-72.7% | $6,186-70.1% | $6,407-71.1% |
| Admin fee / account holder | $17 | $7,916-99.8% | $7,539-99.8% | $12,270-99.9% |