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.
Employer 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 | $1,948 | $58,234-96.7% | $81,783-97.6% | $80,874-97.6% |
| Participation rate | 59.0% | 63.4%-4.5pp | 72.4%-13.4pp | 67.6%-8.7pp |
| Annual return | 0.00% | 41.70%-41.7pp | 775.05%-775.1pp | 35.62%-35.6pp |
| Employer contribution / active EE | $149 | $2,341-93.7% | $2,913-94.9% | $2,756-94.6% |
| Participant deferral / active EE | $1,118 | $3,283-65.9% | $4,320-74.1% | $4,297-74.0% |
| Admin fee / account holder | $51 | $4,982-99.0% | $7,380-99.3% | $6,935-99.3% |