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.
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 | $5,546 | $47,479-88.3% | $62,929-91.2% | $82,448-93.3% |
| Participation rate | 59.6% | 66.9%-7.3pp | 73.1%-13.5pp | 68.1%-8.5pp |
| Annual return | 30.46% | 20.34%+10.1pp | 1063.93%-1033.5pp | 41.64%-11.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,378 | $2,870-52.0% | $3,888-64.6% | $4,139-66.7% |
| Admin fee / account holder | $197 | $3,804-94.8% | $5,065-96.1% | $7,234-97.3% |