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 6-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 | $67,993 | $210,698-67.7% | $178,014-61.8% | $145,959-53.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.34% | 386.27%-369.9pp | 294.80%-278.5pp | 561.95%-545.6pp |
| Employer contribution / active EE | $546 | $4,567-88.1% | $3,950-86.2% | $4,661-88.3% |
| Participant deferral / active EE | $5,668 | $6,958-18.5% | $6,276-9.7% | $6,689-15.3% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |