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 | $59,102 | $78,520-24.7% | $96,576-38.8% | $82,448-28.3% |
| Participation rate | 59.0% | 77.7%-18.7pp | 81.4%-22.4pp | 68.1%-9.1pp |
| Annual return | 13.96% | 41.30%-27.3pp | 38.47%-24.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $517 | $2,630-80.4% | $3,553-85.5% | $2,551-79.7% |
| Participant deferral / active EE | $3,246 | $6,754-51.9% | $7,956-59.2% | $4,139-21.6% |
| Admin fee / account holder | $173 | $13,455-98.7% | $11,381-98.5% | $7,234-97.6% |