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.
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 | $824 | $29,319-97.2% | $52,425-98.4% | $82,448-99.0% |
| Participation rate | 41.8% | 46.9%-5.0pp | 55.6%-13.8pp | 68.1%-26.2pp |
| Annual return | 32.20% | 535.20%-503.0pp | 302.12%-269.9pp | 41.64%-9.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $293 | $1,171-75.0% | $1,790-83.6% | $4,139-92.9% |
| Admin fee / account holder | $23 | $1,962-98.8% | $2,495-99.1% | $7,234-99.7% |