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 7-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 | $38,914 | $86,922-55.2% | $102,438-62.0% | $80,874-51.9% |
| Participation rate | 18.2% | 72.4%-54.2pp | 76.5%-58.3pp | 67.6%-49.5pp |
| Annual return | 12.13% | 18.90%-6.8pp | 29.37%-17.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $334 | $2,369-85.9% | $3,024-89.0% | $2,756-87.9% |
| Participant deferral / active EE | $1,761 | $4,119-57.3% | $5,054-65.2% | $4,297-59.0% |
| Admin fee / account holder | $16 | $8,050-99.8% | $9,448-99.8% | $6,935-99.8% |