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 3-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 | $2,692 | $52,353-94.9% | $120,225-97.8% | $82,448-96.7% |
| Participation rate | 72.4% | 58.3%+14.1pp | 69.6%+2.8pp | 68.1%+4.3pp |
| Annual return | 42.51% | 61.85%-19.3pp | 439.23%-396.7pp | 41.64%+0.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,586 | $2,627-39.6% | $3,999-60.3% | $4,139-61.7% |
| Admin fee / account holder | $17 | $4,363-99.6% | $5,696-99.7% | $7,234-99.8% |