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 | $868 | $29,319-97.0% | $52,425-98.3% | $82,448-98.9% |
| Participation rate | 87.5% | 46.9%+40.6pp | 55.6%+31.9pp | 68.1%+19.4pp |
| Annual return | 19.84% | 535.20%-515.4pp | 302.12%-282.3pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $934 | $1,171-20.3% | $1,790-47.8% | $4,139-77.4% |
| Admin fee / account holder | $150 | $1,962-92.3% | $2,495-94.0% | $7,234-97.9% |