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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,051 | $172,111-48.8% | $150,298-41.4% | $137,256-35.8% |
| Participation rate | 18.2% | 81.7%-63.5pp | 77.8%-59.6pp | 80.0%-61.8pp |
| Annual return | 3.91% | 69.37%-65.5pp | 62.79%-58.9pp | 220.34%-216.4pp |
| Employer contribution / active EE | $736 | $4,636-84.1% | $4,154-82.3% | $4,156-82.3% |
| Participant deferral / active EE | $2,136 | $6,166-65.4% | $5,453-60.8% | $6,407-66.7% |
| Admin fee / account holder | $192 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |