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 5-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 | $77,492 | $79,184-2.1% | $102,438-24.4% | $74,546+4.0% |
| Participation rate | 67.0% | 74.8%-7.8pp | 76.5%-9.5pp | 67.2%-0.2pp |
| Annual return | 4.23% | 54.95%-50.7pp | 29.37%-25.1pp | 1366.03%-1361.8pp |
| Employer contribution / active EE | $2,474 | $2,362+4.8% | $3,024-18.2% | $2,624-5.7% |
| Participant deferral / active EE | $4,611 | $4,414+4.5% | $5,054-8.8% | $4,347+6.1% |
| Admin fee / account holder | $21 | $2,001-99.0% | $9,448-99.8% | $1,944-98.9% |