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 3-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 | $11,528 | $172,111-93.3% | $150,298-92.3% | $137,256-91.6% |
| Participation rate | 18.2% | 81.7%-63.5pp | 77.8%-59.6pp | 80.0%-61.8pp |
| Annual return | 24.48% | 69.37%-44.9pp | 62.79%-38.3pp | 220.34%-195.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $730 | $6,166-88.2% | $5,453-86.6% | $6,407-88.6% |
| Admin fee / account holder | $106 | $16,471-99.4% | $14,116-99.3% | $12,270-99.1% |