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 10-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,537 | $111,814-72.7% | $103,374-70.5% | $145,959-79.1% |
| Participation rate | 20.8% | 77.9%-57.1pp | 74.5%-53.7pp | 80.3%-59.5pp |
| Annual return | 12.65% | 24.77%-12.1pp | 24.89%-12.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,148 | $5,618-79.6% | $5,058-77.3% | $6,689-82.8% |
| Admin fee / account holder | $144 | $9,754-98.5% | $8,394-98.3% | $13,398-98.9% |