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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,382 | $111,535+79.7% | $105,223+90.4% | $137,256+46.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | -48.69% | 237.85%-286.5pp | 180.65%-229.3pp | 220.34%-269.0pp |
| Employer contribution / active EE | $1,170 | $3,939-70.3% | $3,689-68.3% | $4,156-71.8% |
| Participant deferral / active EE | $1,170 | $5,500-78.7% | $5,072-76.9% | $6,407-81.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |