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 | $29,488 | $181,894-83.8% | $156,549-81.2% | $273,961-89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.35% | 30.74%-13.4pp | 32.23%-14.9pp | 41.45%-24.1pp |
| Employer contribution / active EE | $5,796 | $6,248-7.2% | $5,501+5.4% | $4,869+19.0% |
| Participant deferral / active EE | $10,263 | $5,550+84.9% | $4,871+110.7% | $5,287+94.1% |
| Admin fee / account holder | $231 | $15,559-98.5% | $13,027-98.2% | $10,132-97.7% |