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 3-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 | $0 | $116,167-100.0% | $64,489-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 68.2%-68.2pp | 67.7%-67.7pp | 80.0%-80.0pp |
| Annual return | -15.64% | 36.55%-52.2pp | 55.03%-70.7pp | 220.34%-236.0pp |
| Employer contribution / active EE | $5,146 | $2,483+107.3% | $1,523+237.9% | $4,156+23.8% |
| Participant deferral / active EE | $12,833 | $4,215+204.5% | $2,778+361.9% | $6,407+100.3% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |