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 | $1,942 | $150,197-98.7% | $120,368-98.4% | $145,959-98.7% |
| Participation rate | 63.6% | 78.8%-15.1pp | 71.9%-8.3pp | 80.3%-16.6pp |
| Annual return | 18.65% | 154.26%-135.6pp | 107.26%-88.6pp | 561.95%-543.3pp |
| Employer contribution / active EE | $901 | $4,350-79.3% | $3,465-74.0% | $4,661-80.7% |
| Participant deferral / active EE | $464 | $6,174-92.5% | $4,991-90.7% | $6,689-93.1% |
| Admin fee / account holder | $92 | $12,216-99.2% | $9,429-99.0% | $13,398-99.3% |