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 3-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 | $22,709 | $23,330-2.7% | $64,489-64.8% | $82,448-72.5% |
| Participation rate | 7.4% | 68.3%-60.9pp | 67.7%-60.3pp | 68.1%-60.7pp |
| Annual return | 23.45% | 83.66%-60.2pp | 55.03%-31.6pp | 41.64%-18.2pp |
| Employer contribution / active EE | $166 | $824-79.8% | $1,523-89.1% | $2,551-93.5% |
| Participant deferral / active EE | $380 | $1,707-77.7% | $2,778-86.3% | $4,139-90.8% |
| Admin fee / account holder | $118 | $2,946-96.0% | $4,260-97.2% | $7,234-98.4% |