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 | $1,145 | $51,638-97.8% | $68,368-98.3% | $82,448-98.6% |
| Participation rate | 61.4% | 63.6%-2.2pp | 73.8%-12.4pp | 68.1%-6.7pp |
| Annual return | 20.28% | 37.53%-17.3pp | 292.57%-272.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $791 | $2,914-72.8% | $4,123-80.8% | $4,139-80.9% |
| Admin fee / account holder | $92 | $4,643-98.0% | $5,150-98.2% | $7,234-98.7% |