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 | $177 | $63,703-99.7% | $93,063-99.8% | $82,448-99.8% |
| Participation rate | 20.0% | 63.8%-43.8pp | 72.1%-52.1pp | 68.1%-48.1pp |
| Annual return | 0.00% | -775.43%+775.4pp | 34.15%-34.2pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $35 | $2,919-98.8% | $3,958-99.1% | $4,139-99.2% |
| Admin fee / account holder | $0 | $5,982-100.0% | $6,033-100.0% | $7,234-100.0% |