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 | $13,720 | $72,071-81.0% | $68,368-79.9% | $137,256-90.0% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 24.39% | 353.14%-328.7pp | 292.57%-268.2pp | 220.34%-195.9pp |
| Employer contribution / active EE | $300 | $2,788-89.2% | $2,649-88.7% | $4,156-92.8% |
| Participant deferral / active EE | $2,983 | $4,410-32.4% | $4,123-27.7% | $6,407-53.4% |
| Admin fee / account holder | $22 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |