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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,869 | $76,407-81.8% | $150,298-90.8% | $82,448-83.2% |
| Participation rate | 17.6% | 66.4%-48.8pp | 77.8%-60.1pp | 68.1%-50.4pp |
| Annual return | 7.63% | 39.99%-32.4pp | 62.79%-55.2pp | 41.64%-34.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $216 | $3,214-93.3% | $5,453-96.0% | $4,139-94.8% |
| Admin fee / account holder | $24 | $6,352-99.6% | $14,116-99.8% | $7,234-99.7% |