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.
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 | $10,056 | $64,517-84.4% | $81,438-87.7% | $80,874-87.6% |
| Participation rate | 97.7% | 63.9%+33.8pp | 69.5%+28.2pp | 67.6%+30.0pp |
| Annual return | 13.37% | 16.35%-3.0pp | 24.74%-11.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $411 | $1,982-79.3% | $2,460-83.3% | $2,756-85.1% |
| Participant deferral / active EE | $1,166 | $3,096-62.3% | $3,883-70.0% | $4,297-72.9% |
| Admin fee / account holder | $186 | $5,677-96.7% | $5,764-96.8% | $6,935-97.3% |