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.
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 | $22,549 | $209,336-89.2% | $197,124-88.6% | $137,256-83.6% |
| Participation rate | 73.7% | 87.3%-13.6pp | 86.7%-13.0pp | 80.0%-6.3pp |
| Annual return | 19.93% | 48.09%-28.2pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,701 | $9,614-51.1% | $9,135-48.5% | $6,407-26.6% |
| Admin fee / account holder | $156 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |