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 8-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 | $0 | $146,267-100.0% | $197,124-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 86.7%-86.7pp | 68.1%-68.1pp |
| Annual return | 22.48% | 29.61%-7.1pp | 44.34%-21.9pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,307 | $4,723-72.3% | $6,227-79.0% | $2,551-48.8% |
| Participant deferral / active EE | $2,964 | $7,035-57.9% | $9,135-67.5% | $4,139-28.4% |
| Admin fee / account holder | $0 | $14,422-100.0% | $16,298-100.0% | $7,234-100.0% |