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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,144 | $178,174+28.0% | $156,181+46.1% | $137,256+66.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 11.16% | 84.19%-73.0pp | 64.87%-53.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,044 | $4,972-79.0% | $4,294-75.7% | $4,156-74.9% |
| Participant deferral / active EE | $6,885 | $6,8880% | $6,132+12.3% | $6,407+7.5% |
| Admin fee / account holder | $60 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |