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 9-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 | $115,862 | $108,912+6.4% | $100,383+15.4% | $145,959-20.6% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 9.10% | 57.96%-48.9pp | 49.26%-40.2pp | 561.95%-552.9pp |
| Employer contribution / active EE | $3,656 | $4,423-17.3% | $3,944-7.3% | $4,661-21.6% |
| Participant deferral / active EE | $4,883 | $8,451-42.2% | $8,086-39.6% | $6,689-27.0% |
| Admin fee / account holder | $20 | $9,690-99.8% | $7,900-99.7% | $13,398-99.9% |