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 | $22,279 | $176,947-87.4% | $53,898-58.7% | - |
| Participation rate | 0.0% | 61.8%-61.8pp | 55.0%-55.0pp | - |
| Annual return | 12.90% | 15.13%-2.2pp | 528.60%-515.7pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $932-100.0% | - |
| Participant deferral / active EE | $0 | $4,114-100.0% | $1,826-100.0% | - |
| Admin fee / account holder | $0 | $22,209-100.0% | $2,491-100.0% | - |