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.
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 | $3,313 | $102,382-96.8% | $147,005-97.7% | $80,874-95.9% |
| Participation rate | 45.2% | 75.8%-30.6pp | 82.2%-36.9pp | 67.6%-22.4pp |
| Annual return | 15.97% | 134.89%-118.9pp | 418.76%-402.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $893 | $3,715-76.0% | $4,934-81.9% | $2,756-67.6% |
| Participant deferral / active EE | $973 | $6,646-85.4% | $8,070-87.9% | $4,297-77.4% |
| Admin fee / account holder | $68 | $7,942-99.1% | $13,006-99.5% | $6,935-99.0% |