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 | $4,394 | $97,125-95.5% | $86,233-94.9% | $137,256-96.8% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 29.81% | 74.19%-44.4pp | 61.39%-31.6pp | 220.34%-190.5pp |
| Employer contribution / active EE | $355 | $2,841-87.5% | $2,504-85.8% | $4,156-91.4% |
| Participant deferral / active EE | $405 | $5,180-92.2% | $4,559-91.1% | $6,407-93.7% |
| Admin fee / account holder | $17 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |