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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,605 | $87,166-41.9% | $76,735-34.1% | $137,256-63.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 6.91% | 26.50%-19.6pp | 29.77%-22.9pp | 220.34%-213.4pp |
| Employer contribution / active EE | $756 | $2,904-74.0% | $2,454-69.2% | $4,156-81.8% |
| Participant deferral / active EE | $994 | $4,726-79.0% | $4,088-75.7% | $6,407-84.5% |
| Admin fee / account holder | $46 | $8,403-99.5% | $7,189-99.4% | $12,270-99.6% |