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 5-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 | $38,801 | $72,071-46.2% | $68,368-43.2% | $137,256-71.7% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | 15.06% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $74 | $2,788-97.4% | $2,649-97.2% | $4,156-98.2% |
| Participant deferral / active EE | $263 | $4,410-94.0% | $4,123-93.6% | $6,407-95.9% |
| Admin fee / account holder | $92 | $5,336-98.3% | $5,150-98.2% | $12,270-99.3% |