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 5-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.
Participant 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 | $3,950 | $154,228-97.4% | $145,433-97.3% | $137,256-97.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 25.02% | 74.59%-49.6pp | 66.58%-41.6pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,118 | $4,804-76.7% | $4,554-75.5% | $4,156-73.1% |
| Participant deferral / active EE | $356 | $8,216-95.7% | $7,897-95.5% | $6,407-94.4% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |