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 | $40,569 | $138,385-70.7% | $184,200-78.0% | $80,874-49.8% |
| Participation rate | 45.5% | 83.9%-38.4pp | 86.8%-41.4pp | 67.6%-22.2pp |
| Annual return | 12.23% | 20.02%-7.8pp | 28.80%-16.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $1,928 | $4,849-60.2% | $6,424-70.0% | $2,756-30.0% |
| Participant deferral / active EE | $4,188 | $7,073-40.8% | $9,132-54.1% | $4,297-2.5% |
| Admin fee / account holder | $206 | $10,483-98.0% | $13,907-98.5% | $6,935-97.0% |