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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,811 | $68,097-85.6% | $62,929-84.4% | $137,256-92.9% |
| Participation rate | 57.1% | 77.4%-20.3pp | 73.1%-16.0pp | 80.0%-22.8pp |
| Annual return | 22.92% | 1859.11%-1836.2pp | 1063.93%-1041.0pp | 220.34%-197.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,928 | $4,553-35.7% | $3,888-24.7% | $6,407-54.3% |
| Admin fee / account holder | $28 | $6,521-99.6% | $5,065-99.5% | $12,270-99.8% |