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.
Employer 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 | $844 | $101,618-99.2% | $93,063-99.1% | $137,256-99.4% |
| Participation rate | 0.0% | 74.9%-74.9pp | 72.1%-72.1pp | 80.0%-80.0pp |
| Annual return | 38.03% | 223.95%-185.9pp | 34.15%+3.9pp | 220.34%-182.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $648 | $4,279-84.9% | $3,958-83.6% | $6,407-89.9% |
| Admin fee / account holder | $12 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |