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 | $17,139 | $72,071-76.2% | $68,368-74.9% | $137,256-87.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 26.60% | 353.14%-326.5pp | 292.57%-266.0pp | 220.34%-193.7pp |
| Employer contribution / active EE | $309 | $2,788-88.9% | $2,649-88.3% | $4,156-92.6% |
| Participant deferral / active EE | $391 | $4,410-91.1% | $4,123-90.5% | $6,407-93.9% |
| Admin fee / account holder | $131 | $5,336-97.5% | $5,150-97.5% | $12,270-98.9% |