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.
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 | $766 | $58,234-98.7% | $81,783-99.1% | $80,874-99.1% |
| Participation rate | 57.5% | 63.4%-5.9pp | 72.4%-14.9pp | 67.6%-10.1pp |
| Annual return | 11.80% | 41.70%-29.9pp | 775.05%-763.3pp | 35.62%-23.8pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $36 | $3,283-98.9% | $4,320-99.2% | $4,297-99.2% |
| Admin fee / account holder | $78 | $4,982-98.4% | $7,380-98.9% | $6,935-98.9% |