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 | $22,449 | $95,453-76.5% | $112,040-80.0% | $82,448-72.8% |
| Participation rate | 31.0% | 72.8%-41.7pp | 76.5%-45.5pp | 68.1%-37.0pp |
| Annual return | 21.29% | 23.92%-2.6pp | 24.52%-3.2pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,074 | $2,318-53.7% | $2,954-63.7% | $2,551-57.9% |
| Participant deferral / active EE | $1,516 | $4,224-64.1% | $5,098-70.3% | $4,139-63.4% |
| Admin fee / account holder | $179 | $9,013-98.0% | $12,098-98.5% | $7,234-97.5% |