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 | $1,073 | $55,932-98.1% | $76,735-98.6% | $67,986-98.4% |
| Participation rate | 1.4% | 50.8%-49.4pp | 69.5%-68.1pp | 57.2%-55.8pp |
| Annual return | 18.27% | 23.10%-4.8pp | 29.77%-11.5pp | 31.67%-13.4pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,558-100.0% | $4,088-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,907-100.0% | $7,189-100.0% | $3,203-100.0% |