See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for 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 | $2,273 | $49,280-95.4% | $67,313-96.6% | $64,186-96.5% |
| Participation rate | 86.7% | 60.8%+25.9pp | 69.1%+17.6pp | 69.6%+17.1pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,494 | $2,484+0.4% | $3,568-30.1% | $3,470-28.1% |
| Admin fee / account holder | $69 | $3,863-98.2% | $4,507-98.5% | $4,888-98.6% |