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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,841-100.0% | $133,980-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 87.1%-87.1pp | 69.3%-69.3pp |
| Annual return | 9.28% | 12.05%-2.8pp | 29.30%-20.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $6,608 | $3,483+89.7% | $5,211+26.8% | $2,281+189.7% |
| Participant deferral / active EE | $143 | $4,812-97.0% | $6,282-97.7% | $3,203-95.6% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |