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 | $4,141 | $149,040-97.2% | $120,225-96.6% | $137,256-97.0% |
| Participation rate | 53.8% | 75.4%-21.6pp | 69.6%-15.7pp | 80.0%-26.1pp |
| Annual return | 24.91% | 605.68%-580.8pp | 439.23%-414.3pp | 220.34%-195.4pp |
| Employer contribution / active EE | $517 | $4,350-88.1% | $3,475-85.1% | $4,156-87.5% |
| Participant deferral / active EE | $822 | $4,655-82.3% | $3,999-79.4% | $6,407-87.2% |
| Admin fee / account holder | $14 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |