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 | $4,218 | $57,590-92.7% | $86,233-95.1% | $82,448-94.9% |
| Participation rate | 80.4% | 57.9%+22.6pp | 69.0%+11.4pp | 68.1%+12.4pp |
| Annual return | 25.78% | 22.41%+3.4pp | 61.39%-35.6pp | 41.64%-15.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,521 | $3,080-18.2% | $4,559-44.7% | $4,139-39.1% |
| Admin fee / account holder | $219 | $4,730-95.4% | $8,342-97.4% | $7,234-97.0% |