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 | $139,989 | $101,618+37.8% | $93,063+50.4% | $137,256+2.0% |
| Participation rate | 12.5% | 74.9%-62.4pp | 72.1%-59.6pp | 80.0%-67.5pp |
| Annual return | 35.57% | 223.95%-188.4pp | 34.15%+1.4pp | 220.34%-184.8pp |
| Employer contribution / active EE | $266 | $2,707-90.2% | $2,476-89.2% | $4,156-93.6% |
| Participant deferral / active EE | $266 | $4,279-93.8% | $3,958-93.3% | $6,407-95.9% |
| Admin fee / account holder | $18 | $6,198-99.7% | $6,033-99.7% | $12,270-99.9% |