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.
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 | $6,819 | $159,934-95.7% | $147,005-95.4% | $145,959-95.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.16% | 98.24%-83.1pp | 418.76%-403.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,155 | $5,287-78.1% | $4,934-76.6% | $4,661-75.2% |
| Participant deferral / active EE | $1,327 | $8,427-84.3% | $8,070-83.6% | $6,689-80.2% |
| Admin fee / account holder | $25 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |