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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,148 | $209,336-85.1% | $197,124-84.2% | $137,256-77.3% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 21.56% | 48.09%-26.5pp | 44.34%-22.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $859 | $6,591-87.0% | $6,227-86.2% | $4,156-79.3% |
| Participant deferral / active EE | $1,717 | $9,614-82.1% | $9,135-81.2% | $6,407-73.2% |
| Admin fee / account holder | $190 | $17,308-98.9% | $16,298-98.8% | $12,270-98.5% |