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 | $4,300 | $76,407-94.4% | $150,298-97.1% | $82,448-94.8% |
| Participation rate | 67.5% | 66.4%+1.1pp | 77.8%-10.3pp | 68.1%-0.6pp |
| Annual return | 0.00% | 39.99%-40.0pp | 62.79%-62.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,144 | $3,214-2.2% | $5,453-42.3% | $4,139-24.1% |
| Admin fee / account holder | $7 | $6,352-99.9% | $14,116-100.0% | $7,234-99.9% |