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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,669 | $109,817-96.7% | $98,442-96.3% | $167,490-97.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 28.26% | 1956.69%-1928.4pp | 1492.73%-1464.5pp | 478.56%-450.3pp |
| Employer contribution / active EE | $2,034 | $3,224-36.9% | $2,960-31.3% | $4,837-58.0% |
| Participant deferral / active EE | $2,061 | $4,673-55.9% | $4,276-51.8% | $6,341-67.5% |
| Admin fee / account holder | $151 | $6,753-97.8% | $5,949-97.5% | $12,309-98.8% |