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 | $8,390 | $83,369-89.9% | $105,223-92.0% | $67,986-87.7% |
| Participation rate | 2.5% | 56.3%-53.7pp | 75.0%-72.5pp | 57.2%-54.7pp |
| Annual return | 0.00% | 24.64%-24.6pp | 180.65%-180.6pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $195 | $3,295-94.1% | $5,072-96.2% | $3,358-94.2% |
| Admin fee / account holder | $63 | $4,073-98.5% | $8,859-99.3% | $3,203-98.0% |