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 5-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 | $4,324 | $63,703-93.2% | $93,063-95.4% | $82,448-94.8% |
| Participation rate | 84.8% | 63.8%+21.0pp | 72.1%+12.7pp | 68.1%+16.8pp |
| Annual return | 22.29% | -775.43%+797.7pp | 34.15%-11.9pp | 41.64%-19.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,441 | $2,919-50.6% | $3,958-63.6% | $4,139-65.2% |
| Admin fee / account holder | $201 | $5,982-96.6% | $6,033-96.7% | $7,234-97.2% |