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 4-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 | $5,468 | $58,627-90.7% | $76,735-92.9% | $82,448-93.4% |
| Participation rate | 85.2% | 63.2%+22.0pp | 69.5%+15.7pp | 68.1%+17.1pp |
| Annual return | 24.24% | 39.10%-14.9pp | 29.77%-5.5pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,969 | $3,134-5.2% | $4,088-27.4% | $4,139-28.3% |
| Admin fee / account holder | $292 | $5,323-94.5% | $7,189-95.9% | $7,234-96.0% |