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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,078 | $99,921-64.9% | $85,009-58.7% | $145,959-76.0% |
| Participation rate | 6.3% | 74.1%-67.8pp | 67.5%-61.3pp | 80.3%-74.0pp |
| Annual return | 16.62% | 83.89%-67.3pp | 66.47%-49.9pp | 561.95%-545.3pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $188 | $7,252-97.4% | $6,153-96.9% | $13,398-98.6% |