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 4-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 | $201,779-100.0% | $122,332-100.0% | - |
| Participation rate | 0.0% | 56.6%-56.6pp | 71.6%-71.6pp | - |
| Annual return | 0.00% | 8.40%-8.4pp | 30.27%-30.3pp | - |
| Employer contribution / active EE | $0 | $824-100.0% | $4,050-100.0% | - |
| Participant deferral / active EE | $0 | $2,052-100.0% | $3,287-100.0% | - |
| Admin fee / account holder | $0 | $7,177-100.0% | $5,478-100.0% | - |