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 5-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 | $1,654 | $97,125-98.3% | $86,233-98.1% | $137,256-98.8% |
| Participation rate | 18.2% | 74.2%-56.0pp | 69.0%-50.8pp | 80.0%-61.8pp |
| Annual return | 13.41% | 74.19%-60.8pp | 61.39%-48.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $34 | $5,180-99.3% | $4,559-99.3% | $6,407-99.5% |
| Admin fee / account holder | $22 | $9,725-99.8% | $8,342-99.7% | $12,270-99.8% |