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 | $3,896 | $76,407-94.9% | $150,298-97.4% | $82,448-95.3% |
| Participation rate | 92.5% | 66.4%+26.1pp | 77.8%+14.7pp | 68.1%+24.4pp |
| Annual return | 27.07% | 39.99%-12.9pp | 62.79%-35.7pp | 41.64%-14.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,711 | $3,214-46.8% | $5,453-68.6% | $4,139-58.7% |
| Admin fee / account holder | $54 | $6,352-99.2% | $14,116-99.6% | $7,234-99.3% |