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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,309 | $68,097-93.7% | $62,929-93.2% | $137,256-96.9% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 22.69% | 1859.11%-1836.4pp | 1063.93%-1041.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $583 | $2,811-79.3% | $2,505-76.7% | $4,156-86.0% |
| Participant deferral / active EE | $690 | $4,553-84.9% | $3,888-82.3% | $6,407-89.2% |
| Admin fee / account holder | $257 | $6,521-96.1% | $5,065-94.9% | $12,270-97.9% |