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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,610 | $101,499-79.7% | $147,005-86.0% | $74,546-72.4% |
| Participation rate | 50.4% | 75.5%-25.1pp | 82.2%-31.8pp | 67.2%-16.8pp |
| Annual return | 17.61% | 8732.34%-8714.7pp | 418.76%-401.2pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $1,203 | $3,811-68.4% | $4,934-75.6% | $2,624-54.2% |
| Participant deferral / active EE | $3,348 | $7,304-54.2% | $8,070-58.5% | $4,347-23.0% |
| Admin fee / account holder | $5 | $1,748-99.7% | $13,006-100.0% | $1,944-99.7% |