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 6-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 | $5,883 | $48,046-87.8% | $84,611-93.0% | $72,985-91.9% |
| Participation rate | 77.3% | 57.6%+19.7pp | 68.2%+9.0pp | 69.5%+7.8pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,894 | $2,680+8.0% | $3,899-25.8% | $3,607-19.8% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |