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 | $226 | $29,319-99.2% | $52,425-99.6% | $82,448-99.7% |
| Participation rate | 64.4% | 46.9%+17.6pp | 55.6%+8.8pp | 68.1%-3.6pp |
| Annual return | 89.58% | 535.20%-445.6pp | 302.12%-212.5pp | 41.64%+47.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $138 | $1,171-88.2% | $1,790-92.3% | $4,139-96.7% |
| Admin fee / account holder | $7 | $1,962-99.7% | $2,495-99.7% | $7,234-99.9% |