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 | $9,393 | $88,710-89.4% | $81,783-88.5% | $145,959-93.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 22.29% | 1027.26%-1005.0pp | 775.05%-752.8pp | 561.95%-539.7pp |
| Employer contribution / active EE | $373 | $3,083-87.9% | $2,913-87.2% | $4,661-92.0% |
| Participant deferral / active EE | $524 | $4,645-88.7% | $4,320-87.9% | $6,689-92.2% |
| Admin fee / account holder | $49 | $8,407-99.4% | $7,380-99.3% | $13,398-99.6% |