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 | $10,205 | $172,111-94.1% | $150,298-93.2% | $137,256-92.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 24.94% | 69.37%-44.4pp | 62.79%-37.8pp | 220.34%-195.4pp |
| Employer contribution / active EE | $788 | $4,636-83.0% | $4,154-81.0% | $4,156-81.0% |
| Participant deferral / active EE | $3,315 | $6,166-46.2% | $5,453-39.2% | $6,407-48.3% |
| Admin fee / account holder | $32 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |