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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,251 | $198,466-90.3% | $170,442-88.7% | $147,584-87.0% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | -26.23% | 257.29%-283.5pp | 205.93%-232.2pp | 578.55%-604.8pp |
| Employer contribution / active EE | $2,718 | $6,184-56.0% | $5,433-50.0% | $4,876-44.3% |
| Participant deferral / active EE | $3,030 | $5,629-46.2% | $4,939-38.7% | $5,439-44.3% |
| Admin fee / account holder | $297 | $16,852-98.2% | $13,880-97.9% | $10,885-97.3% |