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 | $404 | $149,040-99.7% | $120,225-99.7% | $137,256-99.7% |
| Participation rate | 63.6% | 75.4%-11.8pp | 69.6%-5.9pp | 80.0%-16.3pp |
| Annual return | 369.05% | 605.68%-236.6pp | 439.23%-70.2pp | 220.34%+148.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $281 | $4,655-94.0% | $3,999-93.0% | $6,407-95.6% |
| Admin fee / account holder | $41 | $6,348-99.3% | $5,696-99.3% | $12,270-99.7% |