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 | $4,173 | $76,407-94.5% | $150,298-97.2% | $82,448-94.9% |
| Participation rate | 87.2% | 66.4%+20.8pp | 77.8%+9.4pp | 68.1%+19.1pp |
| Annual return | 28.88% | 39.99%-11.1pp | 62.79%-33.9pp | 41.64%-12.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,894 | $3,214-41.1% | $5,453-65.3% | $4,139-54.2% |
| Admin fee / account holder | $263 | $6,352-95.9% | $14,116-98.1% | $7,234-96.4% |