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 | $4,633 | $210,698-97.8% | $178,014-97.4% | $145,959-96.8% |
| Participation rate | 23.5% | 80.8%-57.2pp | 77.1%-53.6pp | 80.3%-56.8pp |
| Annual return | 15.99% | 386.27%-370.3pp | 294.80%-278.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,106 | $6,958-84.1% | $6,276-82.4% | $6,689-83.5% |
| Admin fee / account holder | $118 | $12,016-99.0% | $10,362-98.9% | $13,398-99.1% |