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 5-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 | $57,596 | $29,319+96.4% | $52,425+9.9% | $82,448-30.1% |
| Participation rate | 5.5% | 46.9%-41.4pp | 55.6%-50.2pp | 68.1%-62.6pp |
| Annual return | 17.66% | 535.20%-517.5pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $178 | $586-69.6% | $914-80.5% | $2,551-93.0% |
| Participant deferral / active EE | $457 | $1,171-61.0% | $1,790-74.5% | $4,139-89.0% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |