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 5-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 | $7,943 | $90,397-91.2% | $76,002-89.5% | $145,959-94.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 12.11% | 621.97%-609.9pp | 360.07%-348.0pp | 561.95%-549.8pp |
| Employer contribution / active EE | $784 | $3,317-76.4% | $2,688-70.8% | $4,661-83.2% |
| Participant deferral / active EE | $1,040 | $5,163-79.9% | $4,257-75.6% | $6,689-84.5% |
| Admin fee / account holder | $136 | $8,369-98.4% | $6,414-97.9% | $13,398-99.0% |