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 4-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 | $16,444 | $154,228-89.3% | $145,433-88.7% | $137,256-88.0% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 19.63% | 74.59%-55.0pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $755 | $4,804-84.3% | $4,554-83.4% | $4,156-81.8% |
| Participant deferral / active EE | $4,198 | $8,216-48.9% | $7,897-46.8% | $6,407-34.5% |
| Admin fee / account holder | $191 | $14,344-98.7% | $13,129-98.5% | $12,270-98.4% |