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 3-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 | $6,353 | $172,111-96.3% | $150,298-95.8% | $137,256-95.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.80% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,063 | $4,636-77.1% | $4,154-74.4% | $4,156-74.4% |
| Participant deferral / active EE | $1,167 | $6,166-81.1% | $5,453-78.6% | $6,407-81.8% |
| Admin fee / account holder | $77 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |