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 4-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 | $1,753 | $47,479-96.3% | $62,929-97.2% | $82,448-97.9% |
| Participation rate | 96.4% | 66.9%+29.6pp | 73.1%+23.3pp | 68.1%+28.4pp |
| Annual return | 17.21% | 20.34%-3.1pp | 1063.93%-1046.7pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,064 | $2,870-62.9% | $3,888-72.6% | $4,139-74.3% |
| Admin fee / account holder | $299 | $3,804-92.2% | $5,065-94.1% | $7,234-95.9% |