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 | $182,895 | $29,319+523.8% | $52,425+248.9% | $82,448+121.8% |
| Participation rate | 6.7% | 46.9%-40.2pp | 55.6%-49.0pp | 68.1%-61.4pp |
| Annual return | 11.74% | 535.20%-523.5pp | 302.12%-290.4pp | 41.64%-29.9pp |
| Employer contribution / active EE | $85 | $586-85.5% | $914-90.7% | $2,551-96.7% |
| Participant deferral / active EE | $530 | $1,171-54.8% | $1,790-70.4% | $4,139-87.2% |
| Admin fee / account holder | $60 | $1,962-96.9% | $2,495-97.6% | $7,234-99.2% |