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.
Participant 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 | $566 | $29,319-98.1% | $52,425-98.9% | $82,448-99.3% |
| Participation rate | 72.0% | 46.9%+25.1pp | 55.6%+16.4pp | 68.1%+3.9pp |
| Annual return | 19.43% | 535.20%-515.8pp | 302.12%-282.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $66 | $586-88.7% | $914-92.7% | $2,551-97.4% |
| Participant deferral / active EE | $101 | $1,171-91.4% | $1,790-94.4% | $4,139-97.6% |
| Admin fee / account holder | $4 | $1,962-99.8% | $2,495-99.8% | $7,234-99.9% |