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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,046 | $76,407-68.5% | $150,298-84.0% | $82,448-70.8% |
| Participation rate | 27.1% | 66.4%-39.3pp | 77.8%-50.7pp | 68.1%-41.0pp |
| Annual return | 21.18% | 39.99%-18.8pp | 62.79%-41.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $713 | $3,214-77.8% | $5,453-86.9% | $4,139-82.8% |
| Admin fee / account holder | $154 | $6,352-97.6% | $14,116-98.9% | $7,234-97.9% |