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 | $532 | $95,453-99.4% | $112,040-99.5% | $82,448-99.4% |
| Participation rate | 31.0% | 72.8%-41.7pp | 76.5%-45.5pp | 68.1%-37.0pp |
| Annual return | 0.00% | 23.92%-23.9pp | 24.52%-24.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $138 | $4,224-96.7% | $5,098-97.3% | $4,139-96.7% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |