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.
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 | $29,480 | $201,259-85.4% | $184,200-84.0% | $145,959-79.8% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 12.87% | 28.98%-16.1pp | 28.80%-15.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,343 | $7,018-80.9% | $6,424-79.1% | $4,661-71.2% |
| Participant deferral / active EE | $2,744 | $9,806-72.0% | $9,132-70.0% | $6,689-59.0% |
| Admin fee / account holder | $175 | $16,372-98.9% | $13,907-98.7% | $13,398-98.7% |