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 9-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 | $90,155 | $108,912-17.2% | $100,383-10.2% | $145,959-38.2% |
| Participation rate | 64.7% | 83.0%-18.2pp | 81.5%-16.8pp | 80.3%-15.6pp |
| Annual return | 11.79% | 57.96%-46.2pp | 49.26%-37.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,134 | $8,451-86.6% | $8,086-86.0% | $6,689-83.0% |
| Admin fee / account holder | $30 | $9,690-99.7% | $7,900-99.6% | $13,398-99.8% |