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 7-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.
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 | $26,154 | $82,286-68.2% | $68,791-62.0% | $134,475-80.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -18.48% | -2.19%-16.3pp | -6.38%-12.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,449 | $3,301-56.1% | $2,655-45.4% | $4,740-69.4% |
| Participant deferral / active EE | $3,665 | $4,739-22.7% | $3,941-7.0% | $6,400-42.7% |
| Admin fee / account holder | $99 | $6,481-98.5% | $4,932-98.0% | $11,426-99.1% |