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 7-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 | $3,479 | $102,245-96.6% | $89,340-96.1% | $137,256-97.5% |
| Participation rate | 88.9% | 74.9%+14.0pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 15.72% | 21.89%-6.2pp | 20.57%-4.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,144 | $4,436-74.2% | $3,823-70.1% | $6,407-82.1% |
| Admin fee / account holder | $62 | $8,085-99.2% | $6,704-99.1% | $12,270-99.5% |