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 3-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 | $1,337 | $67,823-98.0% | $52,425-97.5% | $137,256-99.0% |
| Participation rate | 54.2% | 63.9%-9.7pp | 55.6%-1.5pp | 80.0%-25.8pp |
| Annual return | 24.34% | 219.11%-194.8pp | 302.12%-277.8pp | 220.34%-196.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $614 | $2,288-73.1% | $1,790-65.7% | $6,407-90.4% |
| Admin fee / account holder | $231 | $2,844-91.9% | $2,495-90.7% | $12,270-98.1% |