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 | $375 | $29,319-98.7% | $52,425-99.3% | $82,448-99.5% |
| Participation rate | 58.1% | 46.9%+11.2pp | 55.6%+2.4pp | 68.1%-10.0pp |
| Annual return | 27.88% | 535.20%-507.3pp | 302.12%-274.2pp | 41.64%-13.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $173 | $1,171-85.2% | $1,790-90.3% | $4,139-95.8% |
| Admin fee / account holder | $48 | $1,962-97.5% | $2,495-98.1% | $7,234-99.3% |