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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,160 | $172,111-72.0% | $150,298-68.0% | $137,256-64.9% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 17.85% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $634 | $4,636-86.3% | $4,154-84.7% | $4,156-84.7% |
| Participant deferral / active EE | $2,594 | $6,166-57.9% | $5,453-52.4% | $6,407-59.5% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |