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 4-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,605 | $159,934-89.0% | $147,005-88.0% | $145,959-87.9% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 15.46% | 98.24%-82.8pp | 418.76%-403.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $1,063 | $5,287-79.9% | $4,934-78.4% | $4,661-77.2% |
| Participant deferral / active EE | $1,906 | $8,427-77.4% | $8,070-76.4% | $6,689-71.5% |
| Admin fee / account holder | $58 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |