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 9-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 | $1,801 | $51,638-96.5% | $68,368-97.4% | $82,448-97.8% |
| Participation rate | 79.5% | 63.6%+15.9pp | 73.8%+5.7pp | 68.1%+11.4pp |
| Annual return | 18.24% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $939 | $2,914-67.8% | $4,123-77.2% | $4,139-77.3% |
| Admin fee / account holder | $167 | $4,643-96.4% | $5,150-96.8% | $7,234-97.7% |