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 | $3,556 | $76,407-95.3% | $150,298-97.6% | $82,448-95.7% |
| Participation rate | 45.0% | 66.4%-21.4pp | 77.8%-32.8pp | 68.1%-23.1pp |
| Annual return | 0.00% | 39.99%-40.0pp | 62.79%-62.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $847 | $2,614-67.6% | $4,154-79.6% | $2,551-66.8% |
| Participant deferral / active EE | $1,170 | $3,214-63.6% | $5,453-78.5% | $4,139-71.7% |
| Admin fee / account holder | $42 | $6,352-99.3% | $14,116-99.7% | $7,234-99.4% |