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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,105 | $106,749-93.3% | $145,433-95.1% | $82,448-91.4% |
| Participation rate | 53.5% | 75.6%-22.2pp | 82.1%-28.6pp | 68.1%-14.6pp |
| Annual return | 26.94% | 27.59%-0.6pp | 66.58%-39.6pp | 41.64%-14.7pp |
| Employer contribution / active EE | $1,165 | $3,444-66.2% | $4,554-74.4% | $2,551-54.3% |
| Participant deferral / active EE | $856 | $6,519-86.9% | $7,897-89.2% | $4,139-79.3% |
| Admin fee / account holder | $69 | $8,390-99.2% | $13,129-99.5% | $7,234-99.1% |