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 | $433 | $63,703-99.3% | $93,063-99.5% | $82,448-99.5% |
| Participation rate | 16.4% | 63.8%-47.4pp | 72.1%-55.7pp | 68.1%-51.7pp |
| Annual return | 0.00% | -775.43%+775.4pp | 34.15%-34.2pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $92 | $2,919-96.9% | $3,958-97.7% | $4,139-97.8% |
| Admin fee / account holder | $227 | $5,982-96.2% | $6,033-96.2% | $7,234-96.9% |