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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,975 | $111,535-80.3% | $105,223-79.1% | $137,256-84.0% |
| Participation rate | 17.6% | 78.1%-60.4pp | 75.0%-57.4pp | 80.0%-62.3pp |
| Annual return | 34.74% | 237.85%-203.1pp | 180.65%-145.9pp | 220.34%-185.6pp |
| Employer contribution / active EE | $760 | $3,939-80.7% | $3,689-79.4% | $4,156-81.7% |
| Participant deferral / active EE | $1,364 | $5,500-75.2% | $5,072-73.1% | $6,407-78.7% |
| Admin fee / account holder | $3 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |