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 | $107,170 | $81,233+31.9% | $155,567-31.1% | $80,874+32.5% |
| Participation rate | 34.1% | 66.2%-32.1pp | 78.2%-44.1pp | 67.6%-33.6pp |
| Annual return | 9.56% | 33.33%-23.8pp | 64.74%-55.2pp | 35.62%-26.1pp |
| Employer contribution / active EE | $445 | $3,101-85.7% | $4,674-90.5% | $2,756-83.9% |
| Participant deferral / active EE | $1,715 | $3,452-50.3% | $5,628-69.5% | $4,297-60.1% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |