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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,016 | $91,621-29.0% | $67,511-3.7% | $77,671-16.3% |
| Participation rate | 57.3% | 76.0%-18.7pp | 72.9%-15.6pp | 70.6%-13.3pp |
| Annual return | 11.08% | 14.87%-3.8pp | 3517.41%-3506.3pp | 31.21%-20.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,733-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,787 | $3,906-54.3% | $4,000-55.3% | $4,648-61.6% |
| Admin fee / account holder | $17 | $176-90.5% | $3,999-99.6% | $430-96.1% |