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 | $22,025 | $154,228-85.7% | $145,433-84.9% | $137,256-84.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 29.67% | 74.59%-44.9pp | 66.58%-36.9pp | 220.34%-190.7pp |
| Employer contribution / active EE | $3,405 | $4,804-29.1% | $4,554-25.2% | $4,156-18.1% |
| Participant deferral / active EE | $4,444 | $8,216-45.9% | $7,897-43.7% | $6,407-30.6% |
| Admin fee / account holder | $4 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |