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 | $1,137 | $52,353-97.8% | $120,225-99.1% | $82,448-98.6% |
| Participation rate | 89.7% | 58.3%+31.3pp | 69.6%+20.1pp | 68.1%+21.6pp |
| Annual return | 19.96% | 61.85%-41.9pp | 439.23%-419.3pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $712 | $2,627-72.9% | $3,999-82.2% | $4,139-82.8% |
| Admin fee / account holder | $129 | $4,363-97.1% | $5,696-97.7% | $7,234-98.2% |