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 10-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 | $2,903 | $92,703-96.9% | $82,719-96.5% | $134,475-97.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -2.29% | 944.92%-947.2pp | 701.18%-703.5pp | 417.96%-420.3pp |
| Employer contribution / active EE | $1,355 | $3,274-58.6% | $3,009-55.0% | $4,740-71.4% |
| Participant deferral / active EE | $1,536 | $4,802-68.0% | $4,395-65.0% | $6,400-76.0% |
| Admin fee / account holder | $159 | $5,983-97.3% | $5,329-97.0% | $11,426-98.6% |