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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,410 | $29,319+37.8% | $52,425-22.9% | $82,448-51.0% |
| Participation rate | 46.7% | 46.9%-0.2pp | 55.6%-9.0pp | 68.1%-21.4pp |
| Annual return | 7.37% | 535.20%-527.8pp | 302.12%-294.8pp | 41.64%-34.3pp |
| Employer contribution / active EE | $1,981 | $586+237.8% | $914+116.7% | $2,551-22.3% |
| Participant deferral / active EE | $7,353 | $1,171+527.8% | $1,790+310.7% | $4,139+77.7% |
| Admin fee / account holder | $260 | $1,962-86.8% | $2,495-89.6% | $7,234-96.4% |