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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,589 | $124,425-69.8% | $112,040-66.5% | $137,256-72.6% |
| Participation rate | 45.0% | 79.3%-34.3pp | 76.5%-31.5pp | 80.0%-35.0pp |
| Annual return | 13.98% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $615 | $3,411-82.0% | $2,954-79.2% | $4,156-85.2% |
| Participant deferral / active EE | $1,062 | $5,718-81.4% | $5,098-79.2% | $6,407-83.4% |
| Admin fee / account holder | $68 | $15,207-99.6% | $12,098-99.4% | $12,270-99.4% |