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 10-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 | $46,613 | $210,698-77.9% | $178,014-73.8% | $145,959-68.1% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 5.94% | 386.27%-380.3pp | 294.80%-288.9pp | 561.95%-556.0pp |
| Employer contribution / active EE | $1,824 | $4,567-60.1% | $3,950-53.8% | $4,661-60.9% |
| Participant deferral / active EE | $2,099 | $6,958-69.8% | $6,276-66.6% | $6,689-68.6% |
| Admin fee / account holder | $128 | $12,016-98.9% | $10,362-98.8% | $13,398-99.0% |