See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for 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 | $2,488 | $80,717-96.9% | $154,803-98.4% | $84,808-97.1% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 26.73% | 37.96%-11.2pp | 58.88%-32.2pp | 40.90%-14.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,141 | $3,303-65.5% | $5,540-79.4% | $4,212-72.9% |
| Admin fee / account holder | $56 | $6,746-99.2% | $14,329-99.6% | $7,344-99.2% |