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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,366 | $51,638-70.2% | $68,368-77.5% | $82,448-81.4% |
| Participation rate | 26.8% | 63.6%-36.8pp | 73.8%-46.9pp | 68.1%-41.2pp |
| Annual return | 15.79% | 37.53%-21.7pp | 292.57%-276.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,302 | $2,914-55.3% | $4,123-68.4% | $4,139-68.5% |
| Admin fee / account holder | $18 | $4,643-99.6% | $5,150-99.6% | $7,234-99.7% |