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 6-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 | $16,336 | $124,425-86.9% | $112,040-85.4% | $137,256-88.1% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 21.33% | 24.72%-3.4pp | 24.52%-3.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $613 | $3,411-82.0% | $2,954-79.3% | $4,156-85.3% |
| Participant deferral / active EE | $1,902 | $5,718-66.7% | $5,098-62.7% | $6,407-70.3% |
| Admin fee / account holder | $19 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |