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.
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 | $484,799-100.0% | $363,867-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 91.1%-91.1pp | 50.0%-50.0pp | 91.1%-91.1pp |
| Annual return | 13.15% | 5.95%+7.2pp | -2.29%+15.4pp | 5.95%+7.2pp |
| Employer contribution / active EE | $4,208 | $27,493-84.7% | $19,270-78.2% | $27,493-84.7% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $6,833-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $18,209-100.0% | $467-100.0% | $18,209-100.0% |