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 | $3,626 | $97,125-96.3% | $86,233-95.8% | $137,256-97.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 20.23% | 74.19%-54.0pp | 61.39%-41.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $768 | $2,841-73.0% | $2,504-69.3% | $4,156-81.5% |
| Participant deferral / active EE | $901 | $5,180-82.6% | $4,559-80.2% | $6,407-85.9% |
| Admin fee / account holder | $24 | $9,725-99.8% | $8,342-99.7% | $12,270-99.8% |