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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,052 | $29,051-86.1% | $52,425-92.3% | $67,986-94.0% |
| Participation rate | 2.9% | 30.4%-27.6pp | 55.6%-52.8pp | 57.2%-54.4pp |
| Annual return | 18.87% | 24.00%-5.1pp | 302.12%-283.2pp | 31.67%-12.8pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $59 | $873-93.2% | $1,790-96.7% | $3,358-98.2% |
| Admin fee / account holder | $20 | $2,113-99.1% | $2,495-99.2% | $3,203-99.4% |