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 | $20,788 | $209,336-90.1% | $197,124-89.5% | $137,256-84.9% |
| Participation rate | 72.7% | 87.3%-14.6pp | 86.7%-14.0pp | 80.0%-7.2pp |
| Annual return | 16.66% | 48.09%-31.4pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,064 | $6,591-83.9% | $6,227-82.9% | $4,156-74.4% |
| Participant deferral / active EE | $3,512 | $9,614-63.5% | $9,135-61.6% | $6,407-45.2% |
| Admin fee / account holder | $136 | $17,308-99.2% | $16,298-99.2% | $12,270-98.9% |