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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,540 | $45,343-37.1% | $150,298-81.0% | $67,986-58.0% |
| Participation rate | 22.4% | 51.9%-29.5pp | 77.8%-55.4pp | 57.2%-34.8pp |
| Annual return | 5.95% | 33.28%-27.3pp | 62.79%-56.8pp | 31.67%-25.7pp |
| Employer contribution / active EE | $193 | $1,462-86.8% | $4,154-95.4% | $2,019-90.5% |
| Participant deferral / active EE | $634 | $2,055-69.1% | $5,453-88.4% | $3,358-81.1% |
| Admin fee / account holder | $164 | $2,250-92.7% | $14,116-98.8% | $3,203-94.9% |