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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,753 | $72,071-89.2% | $68,368-88.7% | $137,256-94.4% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.0%-26.1pp |
| Annual return | 21.09% | 353.14%-332.1pp | 292.57%-271.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $313 | $2,788-88.8% | $2,649-88.2% | $4,156-92.5% |
| Participant deferral / active EE | $1,058 | $4,410-76.0% | $4,123-74.3% | $6,407-83.5% |
| Admin fee / account holder | $157 | $5,336-97.1% | $5,150-97.0% | $12,270-98.7% |