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 | $5,848 | $88,672-93.4% | $105,223-94.4% | $82,448-92.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 24.50% | 30.86%-6.4pp | 180.65%-156.1pp | 41.64%-17.1pp |
| Employer contribution / active EE | $813 | $3,048-73.3% | $3,689-78.0% | $2,551-68.1% |
| Participant deferral / active EE | $1,197 | $4,036-70.3% | $5,072-76.4% | $4,139-71.1% |
| Admin fee / account holder | $42 | $7,146-99.4% | $8,859-99.5% | $7,234-99.4% |