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.
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 | $33,362 | $172,111-80.6% | $150,298-77.8% | $137,256-75.7% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 4.86% | 69.37%-64.5pp | 62.79%-57.9pp | 220.34%-215.5pp |
| Employer contribution / active EE | $487 | $4,636-89.5% | $4,154-88.3% | $4,156-88.3% |
| Participant deferral / active EE | $2,713 | $6,166-56.0% | $5,453-50.2% | $6,407-57.7% |
| Admin fee / account holder | $68 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |