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 3-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 | $21,842 | $154,228-85.8% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 17.6% | 83.8%-66.1pp | 82.1%-64.5pp | 80.0%-62.3pp |
| Annual return | 18.86% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $520 | $4,804-89.2% | $4,554-88.6% | $4,156-87.5% |
| Participant deferral / active EE | $879 | $8,216-89.3% | $7,897-88.9% | $6,407-86.3% |
| Admin fee / account holder | $73 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |