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 5-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.
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 | $80,249-100.0% | $6,233,714-100.0% | $80,249-100.0% |
| Participation rate | 0.0% | 48.6%-48.6pp | 66.7%-66.7pp | 48.6%-48.6pp |
| Annual return | 0.00% | 6.12%-6.1pp | -2.07%+2.1pp | 6.12%-6.1pp |
| Employer contribution / active EE | $0 | $1,448-100.0% | $10,160-100.0% | $1,448-100.0% |
| Participant deferral / active EE | $0 | $3,631-100.0% | - | $3,631-100.0% |
| Admin fee / account holder | $0 | $226-100.0% | $454,967-100.0% | $226-100.0% |