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 | $1,000 | $67,823-98.5% | $52,425-98.1% | $137,256-99.3% |
| Participation rate | 61.9% | 63.9%-2.0pp | 55.6%+6.3pp | 80.0%-18.1pp |
| Annual return | 21.92% | 219.11%-197.2pp | 302.12%-280.2pp | 220.34%-198.4pp |
| Employer contribution / active EE | $137 | $1,163-88.3% | $914-85.1% | $4,156-96.7% |
| Participant deferral / active EE | $291 | $2,288-87.3% | $1,790-83.7% | $6,407-95.5% |
| Admin fee / account holder | $85 | $2,844-97.0% | $2,495-96.6% | $12,270-99.3% |