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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,478 | $52,353+132.0% | $120,225+1.0% | $82,448+47.3% |
| Participation rate | 33.3% | 58.3%-25.0pp | 69.6%-36.2pp | 68.1%-34.7pp |
| Annual return | 16.92% | 61.85%-44.9pp | 439.23%-422.3pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $792 | $2,627-69.8% | $3,999-80.2% | $4,139-80.9% |
| Admin fee / account holder | $5 | $4,363-99.9% | $5,696-99.9% | $7,234-99.9% |