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 6-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 | $10,706 | $124,425-91.4% | $112,040-90.4% | $137,256-92.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.77% | 24.72%-3.9pp | 24.52%-3.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,174 | $3,411-36.3% | $2,954-26.4% | $4,156-47.7% |
| Participant deferral / active EE | $854 | $5,718-85.1% | $5,098-83.2% | $6,407-86.7% |
| Admin fee / account holder | $73 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |