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 4-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 | $472 | $87,166-99.5% | $76,735-99.4% | $137,256-99.7% |
| Participation rate | 47.6% | 74.4%-26.7pp | 69.5%-21.9pp | 80.0%-32.3pp |
| Annual return | 22.23% | 26.50%-4.3pp | 29.77%-7.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $56 | $4,726-98.8% | $4,088-98.6% | $6,407-99.1% |
| Admin fee / account holder | $14 | $8,403-99.8% | $7,189-99.8% | $12,270-99.9% |