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 5-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 | $6,315 | $112,729-94.4% | $98,716-93.6% | $137,256-95.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.53% | 38.48%-27.0pp | 31.81%-20.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $295 | $2,725-89.2% | $2,279-87.1% | $4,156-92.9% |
| Participant deferral / active EE | $1,288 | $4,640-72.2% | $4,048-68.2% | $6,407-79.9% |
| Admin fee / account holder | $52 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |