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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,675 | $117,859+12.6% | $102,438+29.5% | $145,959-9.1% |
| Participation rate | 35.7% | 78.6%-42.9pp | 76.5%-40.8pp | 80.3%-44.6pp |
| Annual return | 9.88% | 31.72%-21.8pp | 29.37%-19.5pp | 561.95%-552.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,569 | $5,732-72.6% | $5,054-68.9% | $6,689-76.5% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |