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.
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 | $200 | $63,904-99.7% | $89,340-99.8% | $67,986-99.7% |
| Participation rate | 18.4% | 54.3%-35.9pp | 69.6%-51.2pp | 57.2%-38.8pp |
| Annual return | 20.37% | 18.09%+2.3pp | 20.57%-0.2pp | 31.67%-11.3pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,691-100.0% | $3,823-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,315-100.0% | $6,704-100.0% | $3,203-100.0% |