See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for 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 | $2,673 | $57,590-95.4% | $86,233-96.9% | $82,448-96.8% |
| Participation rate | 84.8% | 57.9%+27.0pp | 69.0%+15.8pp | 68.1%+16.8pp |
| Annual return | 25.40% | 22.41%+3.0pp | 61.39%-36.0pp | 41.64%-16.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,109 | $3,080-64.0% | $4,559-75.7% | $4,139-73.2% |
| Admin fee / account holder | $53 | $4,730-98.9% | $8,342-99.4% | $7,234-99.3% |