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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,987 | $87,166-32.3% | $76,735-23.1% | $137,256-57.0% |
| Participation rate | 33.3% | 74.4%-41.0pp | 69.5%-36.2pp | 80.0%-46.6pp |
| Annual return | 19.04% | 26.50%-7.5pp | 29.77%-10.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $54 | $2,904-98.1% | $2,454-97.8% | $4,156-98.7% |
| Participant deferral / active EE | $969 | $4,726-79.5% | $4,088-76.3% | $6,407-84.9% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |