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 | $14,404 | $154,228-90.7% | $145,433-90.1% | $137,256-89.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 27.54% | 74.59%-47.0pp | 66.58%-39.0pp | 220.34%-192.8pp |
| Employer contribution / active EE | $2,362 | $4,804-50.8% | $4,554-48.1% | $4,156-43.2% |
| Participant deferral / active EE | $3,031 | $8,216-63.1% | $7,897-61.6% | $6,407-52.7% |
| Admin fee / account holder | $34 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |