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 | $5,300 | $53,596-90.1% | $90,645-94.2% | $64,186-91.7% |
| Participation rate | 95.5% | 64.5%+30.9pp | 74.0%+21.4pp | 69.6%+25.9pp |
| Annual return | -2.63% | 4.41%-7.0pp | 1.88%-4.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,392 | $2,459+119.3% | $3,425+57.4% | $3,470+55.4% |
| Admin fee / account holder | $101 | $3,868-97.4% | $4,994-98.0% | $4,888-97.9% |