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.
Unlock 10-year trajectory 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.
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 | $63,005 | $244,357-74.2% | $210,245-70.0% | $382,429-83.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 81.8%+18.2pp | 87.7%+12.3pp |
| Annual return | 17.47% | -7.05%+24.5pp | -5.56%+23.0pp | 248.85%-231.4pp |
| Employer contribution / active EE | $4,286 | $6,439-33.4% | $5,917-27.6% | $8,036-46.7% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,757-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $11,489-100.0% | $13,533-100.0% | $30,732-100.0% |