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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,951 | $108,825-80.7% | $156,181-86.6% | $82,448-74.6% |
| Participation rate | 61.1% | 72.4%-11.3pp | 78.8%-17.7pp | 68.1%-7.0pp |
| Annual return | 19.10% | 20.59%-1.5pp | 64.87%-45.8pp | 41.64%-22.5pp |
| Employer contribution / active EE | $204 | $2,870-92.9% | $4,294-95.3% | $2,551-92.0% |
| Participant deferral / active EE | $2,894 | $4,577-36.8% | $6,132-52.8% | $4,139-30.1% |
| Admin fee / account holder | $249 | $9,341-97.3% | $14,586-98.3% | $7,234-96.6% |