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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,307 | $209,336-76.0% | $197,124-74.5% | $137,256-63.3% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 23.39% | 48.09%-24.7pp | 44.34%-21.0pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,298 | $6,591-65.1% | $6,227-63.1% | $4,156-44.7% |
| Participant deferral / active EE | $2,298 | $9,614-76.1% | $9,135-74.8% | $6,407-64.1% |
| Admin fee / account holder | $102 | $17,308-99.4% | $16,298-99.4% | $12,270-99.2% |