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 4-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 | $18,862 | $100,970-81.3% | $96,576-80.5% | $137,256-86.3% |
| Participation rate | 9.5% | 82.6%-73.1pp | 81.4%-71.9pp | 80.0%-70.4pp |
| Annual return | 22.40% | 38.16%-15.8pp | 38.47%-16.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $610 | $8,286-92.6% | $7,956-92.3% | $6,407-90.5% |
| Admin fee / account holder | $86 | $11,312-99.2% | $11,381-99.2% | $12,270-99.3% |