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.
Annual investment return 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 | $345 | $29,319-98.8% | $52,425-99.3% | $82,448-99.6% |
| Participation rate | 60.7% | 46.9%+13.9pp | 55.6%+5.1pp | 68.1%-7.4pp |
| Annual return | -21.43% | 535.20%-556.6pp | 302.12%-323.6pp | 41.64%-63.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $325 | $1,171-72.3% | $1,790-81.9% | $4,139-92.2% |
| Admin fee / account holder | $289 | $1,962-85.3% | $2,495-88.4% | $7,234-96.0% |