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 5-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 | $21,595 | $154,228-86.0% | $145,433-85.2% | $137,256-84.3% |
| Participation rate | 4.3% | 83.8%-79.4pp | 82.1%-77.8pp | 80.0%-75.6pp |
| Annual return | 156.77% | 74.59%+82.2pp | 66.58%+90.2pp | 220.34%-63.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $150 | $8,216-98.2% | $7,897-98.1% | $6,407-97.7% |
| Admin fee / account holder | $197 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |