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.
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 | $1,740 | $109,904-98.4% | $97,167-98.2% | $145,959-98.8% |
| Participation rate | 89.5% | 75.9%+13.5pp | 72.7%+16.8pp | 80.3%+9.2pp |
| Annual return | 13.21% | 243.43%-230.2pp | 75.27%-62.1pp | 561.95%-548.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,228 | $4,676-73.7% | $4,264-71.2% | $6,689-81.6% |
| Admin fee / account holder | $34 | $6,216-99.5% | $5,650-99.4% | $13,398-99.7% |