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 | $8,147 | $183,592-95.6% | $155,567-94.8% | $145,959-94.4% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 0.00% | 61.24%-61.2pp | 64.74%-64.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $122 | $5,315-97.7% | $4,674-97.4% | $4,661-97.4% |
| Participant deferral / active EE | $2,296 | $6,464-64.5% | $5,628-59.2% | $6,689-65.7% |
| Admin fee / account holder | $262 | $19,318-98.6% | $15,916-98.4% | $13,398-98.0% |