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 4-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 | $33,313 | $100,970-67.0% | $96,576-65.5% | $137,256-75.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 24.30% | 38.16%-13.9pp | 38.47%-14.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,299 | $3,809-65.9% | $3,553-63.5% | $4,156-68.8% |
| Participant deferral / active EE | $1,948 | $8,286-76.5% | $7,956-75.5% | $6,407-69.6% |
| Admin fee / account holder | $68 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |