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 | $5,776 | $73,787-92.2% | $98,716-94.1% | $82,448-93.0% |
| Participation rate | 77.1% | 61.4%+15.7pp | 69.3%+7.8pp | 68.1%+9.1pp |
| Annual return | 24.16% | 18.57%+5.6pp | 31.81%-7.6pp | 41.64%-17.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,021 | $3,081-34.4% | $4,048-50.1% | $4,139-51.2% |
| Admin fee / account holder | $15 | $6,500-99.8% | $8,703-99.8% | $7,234-99.8% |