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 | $37,580 | $67,823-44.6% | $52,425-28.3% | $137,256-72.6% |
| Participation rate | 16.7% | 63.9%-47.2pp | 55.6%-39.0pp | 80.0%-63.3pp |
| Annual return | 11.89% | 219.11%-207.2pp | 302.12%-290.2pp | 220.34%-208.4pp |
| Employer contribution / active EE | $89 | $1,163-92.4% | $914-90.3% | $4,156-97.9% |
| Participant deferral / active EE | $138 | $2,288-94.0% | $1,790-92.3% | $6,407-97.8% |
| Admin fee / account holder | $200 | $2,844-93.0% | $2,495-92.0% | $12,270-98.4% |