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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,495 | $57,590-80.0% | $86,233-86.7% | $82,448-86.1% |
| Participation rate | 31.0% | 57.9%-26.8pp | 69.0%-38.0pp | 68.1%-37.0pp |
| Annual return | 20.07% | 22.41%-2.3pp | 61.39%-41.3pp | 41.64%-21.6pp |
| Employer contribution / active EE | $87 | $1,655-94.7% | $2,504-96.5% | $2,551-96.6% |
| Participant deferral / active EE | $872 | $3,080-71.7% | $4,559-80.9% | $4,139-78.9% |
| Admin fee / account holder | $130 | $4,730-97.3% | $8,342-98.4% | $7,234-98.2% |