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 8-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 | $14,699 | $111,814-86.9% | $103,374-85.8% | $145,959-89.9% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 11.67% | 24.77%-13.1pp | 24.89%-13.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $180 | $4,214-95.7% | $3,869-95.4% | $4,661-96.1% |
| Participant deferral / active EE | $675 | $5,618-88.0% | $5,058-86.7% | $6,689-89.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |