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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,494 | $183,592-87.2% | $155,567-84.9% | $145,959-83.9% |
| Participation rate | 58.3% | 82.7%-24.3pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 14.24% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $242 | $5,315-95.5% | $4,674-94.8% | $4,661-94.8% |
| Participant deferral / active EE | $3,217 | $6,464-50.2% | $5,628-42.8% | $6,689-51.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |