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 | $117,862 | $124,425-5.3% | $112,040+5.2% | $137,256-14.1% |
| Participation rate | 47.4% | 79.3%-31.9pp | 76.5%-29.1pp | 80.0%-32.6pp |
| Annual return | 19.11% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $999 | $3,411-70.7% | $2,954-66.2% | $4,156-76.0% |
| Participant deferral / active EE | $1,046 | $5,718-81.7% | $5,098-79.5% | $6,407-83.7% |
| Admin fee / account holder | $21 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |