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 8-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 | $18,172 | $77,523-76.6% | $100,383-81.9% | $80,874-77.5% |
| Participation rate | 58.1% | 77.0%-18.9pp | 81.5%-23.4pp | 67.6%-9.6pp |
| Annual return | 18.56% | 37.21%-18.7pp | 49.26%-30.7pp | 35.62%-17.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,746 | $6,822-74.4% | $8,086-78.4% | $4,297-59.4% |
| Admin fee / account holder | $0 | $5,899-100.0% | $7,900-100.0% | $6,935-100.0% |