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.
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 | $29,310 | $76,407-61.6% | $150,298-80.5% | $82,448-64.5% |
| Participation rate | 8.2% | 66.4%-58.2pp | 77.8%-69.6pp | 68.1%-59.9pp |
| Annual return | 16.53% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $109 | $2,614-95.8% | $4,154-97.4% | $2,551-95.7% |
| Participant deferral / active EE | $136 | $3,214-95.8% | $5,453-97.5% | $4,139-96.7% |
| Admin fee / account holder | $21 | $6,352-99.7% | $14,116-99.9% | $7,234-99.7% |