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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,259 | $106,749-71.7% | $145,433-79.2% | $82,448-63.3% |
| Participation rate | 7.4% | 75.6%-68.2pp | 82.1%-74.7pp | 68.1%-60.7pp |
| Annual return | 18.54% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $639 | $6,519-90.2% | $7,897-91.9% | $4,139-84.6% |
| Admin fee / account holder | $72 | $8,390-99.1% | $13,129-99.5% | $7,234-99.0% |