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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,472 | $53,199-84.1% | $155,567-94.6% | $199,768-95.8% |
| Participation rate | 45.3% | 64.1%-18.8pp | 78.2%-32.9pp | 72.0%-26.7pp |
| Annual return | 12.95% | 41.17%-28.2pp | 64.74%-51.8pp | 34.26%-21.3pp |
| Employer contribution / active EE | $141 | $1,852-92.4% | $4,674-97.0% | $3,037-95.4% |
| Participant deferral / active EE | $713 | $3,163-77.5% | $5,628-87.3% | $5,090-86.0% |
| Admin fee / account holder | $69 | $186-62.8% | $15,916-99.6% | $269-74.4% |