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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,434 | $101,069-81.8% | $81,478-77.4% | $147,584-87.5% |
| Participation rate | 15.4% | 74.5%-59.1pp | 68.0%-52.6pp | 82.8%-67.4pp |
| Annual return | -26.23% | 32.40%-58.6pp | 38.78%-65.0pp | 578.55%-604.8pp |
| Employer contribution / active EE | $381 | $3,205-88.1% | $2,568-85.2% | $4,876-92.2% |
| Participant deferral / active EE | $1,338 | $4,242-68.5% | $3,537-62.2% | $5,439-75.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |