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 6-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 | $40,807 | $209,336-80.5% | $197,124-79.3% | $137,256-70.3% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 17.96% | 48.09%-30.1pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,175 | $6,591-82.2% | $6,227-81.1% | $4,156-71.7% |
| Participant deferral / active EE | $4,964 | $9,614-48.4% | $9,135-45.7% | $6,407-22.5% |
| Admin fee / account holder | $288 | $17,308-98.3% | $16,298-98.2% | $12,270-97.7% |