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.
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 | $7,250 | $106,749-93.2% | $145,433-95.0% | $82,448-91.2% |
| Participation rate | 62.2% | 75.6%-13.4pp | 82.1%-19.9pp | 68.1%-5.8pp |
| Annual return | 45.71% | 27.59%+18.1pp | 66.58%-20.9pp | 41.64%+4.1pp |
| Employer contribution / active EE | $894 | $3,444-74.0% | $4,554-80.4% | $2,551-65.0% |
| Participant deferral / active EE | $2,809 | $6,519-56.9% | $7,897-64.4% | $4,139-32.1% |
| Admin fee / account holder | $67 | $8,390-99.2% | $13,129-99.5% | $7,234-99.1% |