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 7-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 | $29,529 | $178,174-83.4% | $156,181-81.1% | $137,256-78.5% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.8%-25.0pp | 80.0%-26.1pp |
| Annual return | 12.53% | 84.19%-71.7pp | 64.87%-52.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,288 | $6,888-81.3% | $6,132-79.0% | $6,407-79.9% |
| Admin fee / account holder | $206 | $17,404-98.8% | $14,586-98.6% | $12,270-98.3% |