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 7-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 | $24,152 | $154,228-84.3% | $145,433-83.4% | $137,256-82.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.29% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $795 | $4,804-83.4% | $4,554-82.5% | $4,156-80.9% |
| Participant deferral / active EE | $795 | $8,216-90.3% | $7,897-89.9% | $6,407-87.6% |
| Admin fee / account holder | $42 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |