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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,916 | $29,051-83.1% | $52,425-90.6% | $67,986-92.8% |
| Participation rate | 13.1% | 30.4%-17.3pp | 55.6%-42.5pp | 57.2%-44.1pp |
| Annual return | 19.96% | 24.00%-4.0pp | 302.12%-282.2pp | 31.67%-11.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $245 | $873-72.0% | $1,790-86.3% | $3,358-92.7% |
| Admin fee / account holder | $153 | $2,113-92.8% | $2,495-93.9% | $3,203-95.2% |