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 | $7,761 | $99,921-92.2% | $85,009-90.9% | $145,959-94.7% |
| Participation rate | 18.2% | 74.1%-55.9pp | 67.5%-49.3pp | 80.3%-62.1pp |
| Annual return | 16.11% | 83.89%-67.8pp | 66.47%-50.4pp | 561.95%-545.8pp |
| Employer contribution / active EE | $167 | $3,233-94.8% | $2,728-93.9% | $4,661-96.4% |
| Participant deferral / active EE | $488 | $5,293-90.8% | $4,522-89.2% | $6,689-92.7% |
| Admin fee / account holder | $244 | $7,252-96.6% | $6,153-96.0% | $13,398-98.2% |