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 | $144,941 | $111,814+29.6% | $103,374+40.2% | $145,959-0.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 24.43% | 24.77%-0.3pp | 24.89%-0.5pp | 561.95%-537.5pp |
| Employer contribution / active EE | $726 | $4,214-82.8% | $3,869-81.2% | $4,661-84.4% |
| Participant deferral / active EE | $6,045 | $5,618+7.6% | $5,058+19.5% | $6,689-9.6% |
| Admin fee / account holder | $60 | $9,754-99.4% | $8,394-99.3% | $13,398-99.6% |