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 4-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.
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 | $10,195 | $159,934-93.6% | $147,005-93.1% | $145,959-93.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.37% | 98.24%-72.9pp | 418.76%-393.4pp | 561.95%-536.6pp |
| Employer contribution / active EE | $1,051 | $5,287-80.1% | $4,934-78.7% | $4,661-77.5% |
| Participant deferral / active EE | $2,624 | $8,427-68.9% | $8,070-67.5% | $6,689-60.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |