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.
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 | $0 | $171,865-100.0% | $149,718-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | 22.09% | 2113.22%-2091.1pp | 1501.63%-1479.5pp | 578.55%-556.5pp |
| Employer contribution / active EE | $4,798 | $6,275-23.5% | $5,445-11.9% | $4,876-1.6% |
| Participant deferral / active EE | $9,825 | $7,271+35.1% | $6,569+49.6% | $5,439+80.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |