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 5-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 | $19,592 | $45,343-56.8% | $150,298-87.0% | $67,986-71.2% |
| Participation rate | 11.0% | 51.9%-40.8pp | 77.8%-66.7pp | 57.2%-46.2pp |
| Annual return | 8.97% | 33.28%-24.3pp | 62.79%-53.8pp | 31.67%-22.7pp |
| Employer contribution / active EE | $269 | $1,462-81.6% | $4,154-93.5% | $2,019-86.7% |
| Participant deferral / active EE | $469 | $2,055-77.2% | $5,453-91.4% | $3,358-86.0% |
| Admin fee / account holder | $66 | $2,250-97.1% | $14,116-99.5% | $3,203-97.9% |