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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,180 | $45,343-66.5% | $150,298-89.9% | $67,986-77.7% |
| Participation rate | 30.3% | 51.9%-21.6pp | 77.8%-47.5pp | 57.2%-27.0pp |
| Annual return | 9.47% | 33.28%-23.8pp | 62.79%-53.3pp | 31.67%-22.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,764 | $2,055-14.2% | $5,453-67.7% | $3,358-47.5% |
| Admin fee / account holder | $34 | $2,250-98.5% | $14,116-99.8% | $3,203-98.9% |