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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,303 | $124,425-68.4% | $112,040-64.9% | $137,256-71.4% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 6.77% | 24.72%-17.9pp | 24.52%-17.7pp | 220.34%-213.6pp |
| Employer contribution / active EE | $1,204 | $3,411-64.7% | $2,954-59.2% | $4,156-71.0% |
| Participant deferral / active EE | $1,579 | $5,718-72.4% | $5,098-69.0% | $6,407-75.4% |
| Admin fee / account holder | $3 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |