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.
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 | $2,050 | $149,040-98.6% | $120,225-98.3% | $137,256-98.5% |
| Participation rate | 54.5% | 75.4%-20.9pp | 69.6%-15.0pp | 80.0%-25.4pp |
| Annual return | 24.32% | 605.68%-581.4pp | 439.23%-414.9pp | 220.34%-196.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,564 | $4,655-66.4% | $3,999-60.9% | $6,407-75.6% |
| Admin fee / account holder | $25 | $6,348-99.6% | $5,696-99.6% | $12,270-99.8% |