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 | $14,835 | $154,228-90.4% | $145,433-89.8% | $137,256-89.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 52.89% | 74.59%-21.7pp | 66.58%-13.7pp | 220.34%-167.5pp |
| Employer contribution / active EE | $1,487 | $4,804-69.0% | $4,554-67.4% | $4,156-64.2% |
| Participant deferral / active EE | $4,518 | $8,216-45.0% | $7,897-42.8% | $6,407-29.5% |
| Admin fee / account holder | $23 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |