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.
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 | $5,314 | $29,319-81.9% | $52,425-89.9% | $82,448-93.6% |
| Participation rate | 4.0% | 46.9%-42.9pp | 55.6%-51.6pp | 68.1%-64.1pp |
| Annual return | 20.80% | 535.20%-514.4pp | 302.12%-281.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $65 | $1,171-94.5% | $1,790-96.4% | $4,139-98.4% |
| Admin fee / account holder | $30 | $1,962-98.5% | $2,495-98.8% | $7,234-99.6% |