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 6-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 | $35,076 | $102,382-65.7% | $147,005-76.1% | $80,874-56.6% |
| Participation rate | 48.1% | 75.8%-27.7pp | 82.2%-34.0pp | 67.6%-19.5pp |
| Annual return | 12.25% | 134.89%-122.6pp | 418.76%-406.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,348 | $6,646-49.6% | $8,070-58.5% | $4,297-22.1% |
| Admin fee / account holder | $174 | $7,942-97.8% | $13,006-98.7% | $6,935-97.5% |