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 | $17,364 | $87,166-80.1% | $76,735-77.4% | $137,256-87.3% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.5%-44.5pp | 80.0%-55.0pp |
| Annual return | 14.11% | 26.50%-12.4pp | 29.77%-15.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $325 | $2,904-88.8% | $2,454-86.8% | $4,156-92.2% |
| Participant deferral / active EE | $487 | $4,726-89.7% | $4,088-88.1% | $6,407-92.4% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |