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 | $277 | $106,749-99.7% | $145,433-99.8% | $82,448-99.7% |
| Participation rate | 23.8% | 75.6%-51.8pp | 82.1%-58.3pp | 68.1%-44.3pp |
| Annual return | 0.00% | 27.59%-27.6pp | 66.58%-66.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $63 | $6,519-99.0% | $7,897-99.2% | $4,139-98.5% |
| Admin fee / account holder | $23 | $8,390-99.7% | $13,129-99.8% | $7,234-99.7% |