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 10-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.
Unlock 1 actuary disclosure 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 | $63,354 | $93,040-31.9% | $148,078-57.2% | $338,137-81.3% |
| Participation rate | 100.0% | 13.3%+86.7pp | 5.4%+94.6pp | 43.9%+56.1pp |
| Annual return | 0.97% | 3.92%-3.0pp | 6.78%-5.8pp | 13.05%-12.1pp |
| Employer contribution / active EE | $63 | $35,642-99.8% | $25,154-99.8% | $37,651-99.8% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $30,946-100.0% |