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 7-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.
Participant 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 | $14,586 | $71,057-79.5% | $93,654-84.4% | $80,874-82.0% |
| Participation rate | 81.5% | 60.4%+21.1pp | 68.7%+12.8pp | 67.6%+13.8pp |
| Annual return | 14.01% | 11.26%+2.7pp | 133.34%-119.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $403 | $1,564-74.3% | $2,421-83.4% | $2,756-85.4% |
| Participant deferral / active EE | $636 | $4,034-84.2% | $4,413-85.6% | $4,297-85.2% |
| Admin fee / account holder | $28 | $6,944-99.6% | $8,282-99.7% | $6,935-99.6% |