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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,803 | $111,814-57.2% | $103,374-53.8% | $145,959-67.2% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 17.95% | 24.77%-6.8pp | 24.89%-6.9pp | 561.95%-544.0pp |
| Employer contribution / active EE | $838 | $4,214-80.1% | $3,869-78.3% | $4,661-82.0% |
| Participant deferral / active EE | $1,077 | $5,618-80.8% | $5,058-78.7% | $6,689-83.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |