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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,598 | $124,425-72.2% | $112,040-69.1% | $137,256-74.8% |
| Participation rate | 55.0% | 79.3%-24.3pp | 76.5%-21.5pp | 80.0%-25.0pp |
| Annual return | 13.22% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $464 | $3,411-86.4% | $2,954-84.3% | $4,156-88.8% |
| Participant deferral / active EE | $806 | $5,718-85.9% | $5,098-84.2% | $6,407-87.4% |
| Admin fee / account holder | $6 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |