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 | $1,305 | $68,097-98.1% | $62,929-97.9% | $137,256-99.0% |
| Participation rate | 28.6% | 77.4%-48.9pp | 73.1%-44.5pp | 80.0%-51.4pp |
| Annual return | 18.62% | 1859.11%-1840.5pp | 1063.93%-1045.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $340 | $4,553-92.5% | $3,888-91.3% | $6,407-94.7% |
| Admin fee / account holder | $246 | $6,521-96.2% | $5,065-95.1% | $12,270-98.0% |