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 5-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 | $29,578 | $137,256-78.5% | $42,613-30.6% | $137,256-78.5% |
| Participation rate | 40.0% | 80.0%-40.0pp | 73.5%-33.5pp | 80.0%-40.0pp |
| Annual return | 23.38% | 220.34%-197.0pp | 19.23%+4.1pp | 220.34%-197.0pp |
| Employer contribution / active EE | $379 | $4,156-90.9% | $1,687-77.5% | $4,156-90.9% |
| Participant deferral / active EE | $5,967 | $6,407-6.9% | $4,456+33.9% | $6,407-6.9% |
| Admin fee / account holder | $148 | $12,270-98.8% | $2,621-94.4% | $12,270-98.8% |