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 | $9,485 | $29,319-67.6% | $52,425-81.9% | $82,448-88.5% |
| Participation rate | 14.7% | 46.9%-32.1pp | 55.6%-40.9pp | 68.1%-53.4pp |
| Annual return | 19.45% | 535.20%-515.8pp | 302.12%-282.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $270 | $1,171-76.9% | $1,790-84.9% | $4,139-93.5% |
| Admin fee / account holder | $147 | $1,962-92.5% | $2,495-94.1% | $7,234-98.0% |