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 7-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,738 | $111,535-44.6% | $105,223-41.3% | $137,256-55.0% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 9.58% | 237.85%-228.3pp | 180.65%-171.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $685 | $3,939-82.6% | $3,689-81.4% | $4,156-83.5% |
| Participant deferral / active EE | $3,389 | $5,500-38.4% | $5,072-33.2% | $6,407-47.1% |
| Admin fee / account holder | $249 | $9,721-97.4% | $8,859-97.2% | $12,270-98.0% |