Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $22,279 | $175,036-87.3% | $52,425-57.5% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 55.6%-55.6pp | - |
| Annual return | 12.90% | 15.04%-2.1pp | 302.12%-289.2pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $914-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $1,790-100.0% | - |
| Admin fee / account holder | $0 | $23,923-100.0% | $2,495-100.0% | - |