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 4-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 | $163,944 | $68,097+140.7% | $62,929+160.5% | $137,256+19.4% |
| Participation rate | 42.9% | 77.4%-34.6pp | 73.1%-30.3pp | 80.0%-37.1pp |
| Annual return | 9.31% | 1859.11%-1849.8pp | 1063.93%-1054.6pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,407 | $2,811-49.9% | $2,505-43.8% | $4,156-66.1% |
| Participant deferral / active EE | $8,326 | $4,553+82.9% | $3,888+114.1% | $6,407+30.0% |
| Admin fee / account holder | $26 | $6,521-99.6% | $5,065-99.5% | $12,270-99.8% |