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 | $2,571 | $87,166-97.1% | $76,735-96.6% | $137,256-98.1% |
| Participation rate | 78.9% | 74.4%+4.6pp | 69.5%+9.4pp | 80.0%-1.0pp |
| Annual return | 17.47% | 26.50%-9.0pp | 29.77%-12.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $5 | $2,904-99.8% | $2,454-99.8% | $4,156-99.9% |
| Participant deferral / active EE | $1,029 | $4,726-78.2% | $4,088-74.8% | $6,407-83.9% |
| Admin fee / account holder | $164 | $8,403-98.0% | $7,189-97.7% | $12,270-98.7% |