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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $144,112 | $81,460+76.9% | $103,333+39.5% | $80,856+78.2% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | 16.08% | 25.55%-9.5pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,141 | $3,105-63.3% | $3,868-70.5% | $2,755-58.6% |
| Participant deferral / active EE | $1,770 | $3,869-54.2% | $5,057-65.0% | $4,296-58.8% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |