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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,956 | $178,174-68.0% | $156,181-63.5% | $137,256-58.5% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.8%-41.3pp | 80.0%-42.5pp |
| Annual return | 11.45% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $985 | $4,972-80.2% | $4,294-77.1% | $4,156-76.3% |
| Participant deferral / active EE | $2,409 | $6,888-65.0% | $6,132-60.7% | $6,407-62.4% |
| Admin fee / account holder | $40 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |