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 | $3,614 | $123,982-97.1% | $69,701-94.8% | $145,959-97.5% |
| Participation rate | 17.6% | 69.2%-51.6pp | 66.4%-48.8pp | 80.3%-62.6pp |
| Annual return | 7.42% | 191.01%-183.6pp | 100.32%-92.9pp | 561.95%-554.5pp |
| Employer contribution / active EE | $5,029 | $2,681+87.6% | $1,713+193.5% | $4,661+7.9% |
| Participant deferral / active EE | $3,933 | $4,236-7.2% | $2,887+36.2% | $6,689-41.2% |
| Admin fee / account holder | $260 | $7,867-96.7% | $4,717-94.5% | $13,398-98.1% |