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.
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 | $2,684 | $52,353-94.9% | $120,225-97.8% | $82,448-96.7% |
| Participation rate | 62.5% | 58.3%+4.2pp | 69.6%-7.1pp | 68.1%-5.6pp |
| Annual return | 16.21% | 61.85%-45.6pp | 439.23%-423.0pp | 41.64%-25.4pp |
| Employer contribution / active EE | $253 | $1,510-83.3% | $3,475-92.7% | $2,551-90.1% |
| Participant deferral / active EE | $511 | $2,627-80.6% | $3,999-87.2% | $4,139-87.7% |
| Admin fee / account holder | $61 | $4,363-98.6% | $5,696-98.9% | $7,234-99.2% |