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 4-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 | $10,833 | $76,407-85.8% | $150,298-92.8% | $82,448-86.9% |
| Participation rate | 24.1% | 66.4%-42.3pp | 77.8%-53.6pp | 68.1%-43.9pp |
| Annual return | 17.94% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $492 | $3,214-84.7% | $5,453-91.0% | $4,139-88.1% |
| Admin fee / account holder | $196 | $6,352-96.9% | $14,116-98.6% | $7,234-97.3% |