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 | $30,124 | $109,904-72.6% | $97,167-69.0% | $145,959-79.4% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | -8.37% | 243.43%-251.8pp | 75.27%-83.6pp | 561.95%-570.3pp |
| Employer contribution / active EE | $536 | $3,084-82.6% | $2,729-80.4% | $4,661-88.5% |
| Participant deferral / active EE | $2,121 | $4,676-54.6% | $4,264-50.3% | $6,689-68.3% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |