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 | $10,521 | $55,472-81.0% | $155,567-93.2% | $74,546-85.9% |
| Participation rate | 20.4% | 61.9%-41.5pp | 78.2%-57.8pp | 67.2%-46.8pp |
| Annual return | 0.00% | 268.72%-268.7pp | 64.74%-64.7pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $302 | $2,269-86.7% | $4,674-93.5% | $2,624-88.5% |
| Participant deferral / active EE | $1,744 | $2,838-38.6% | $5,628-69.0% | $4,347-59.9% |
| Admin fee / account holder | $69 | $1,743-96.0% | $15,916-99.6% | $1,944-96.5% |