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 | $20,286 | $172,111-88.2% | $150,298-86.5% | $137,256-85.2% |
| Participation rate | 26.3% | 81.7%-55.4pp | 77.8%-51.4pp | 80.0%-53.6pp |
| Annual return | 16.60% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $213 | $4,636-95.4% | $4,154-94.9% | $4,156-94.9% |
| Participant deferral / active EE | $319 | $6,166-94.8% | $5,453-94.1% | $6,407-95.0% |
| Admin fee / account holder | $158 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |