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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,739 | $29,667+40.7% | $56,441-26.0% | $80,874-48.4% |
| Participation rate | 17.5% | 41.7%-24.2pp | 52.5%-35.0pp | 67.6%-50.1pp |
| Annual return | 8.62% | 35.22%-26.6pp | 1704.21%-1695.6pp | 35.62%-27.0pp |
| Employer contribution / active EE | $1,712 | $669+155.7% | $1,039+64.7% | $2,756-37.9% |
| Participant deferral / active EE | $2,225 | $1,227+81.4% | $1,953+13.9% | $4,297-48.2% |
| Admin fee / account holder | $287 | $2,429-88.2% | $2,829-89.9% | $6,935-95.9% |