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 10-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 | $8,096 | $42,383-80.9% | $76,523-89.4% | $64,186-87.4% |
| Participation rate | 79.3% | 58.1%+21.2pp | 68.0%+11.3pp | 69.6%+9.7pp |
| Annual return | -8.18% | -16.54%+8.4pp | -0.27%-7.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,045 | $2,566-20.3% | $3,835-46.7% | $3,470-41.1% |
| Admin fee / account holder | $193 | $3,198-94.0% | $4,848-96.0% | $4,888-96.0% |