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 | $124,114 | $180,749-31.3% | $160,784-22.8% | $137,256-9.6% |
| Participation rate | 47.4% | 80.0%-32.6pp | 77.0%-29.6pp | 80.0%-32.6pp |
| Annual return | 23.53% | 2234.46%-2210.9pp | 1803.92%-1780.4pp | 220.34%-196.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,164 | $6,844+4.7% | $6,293+13.8% | $6,407+11.8% |
| Admin fee / account holder | $15 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |