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 | $0 | $581,964-100.0% | $260,897-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 72.0%-72.0pp | 87.9%-87.9pp |
| Annual return | 25.59% | 19.66%+5.9pp | 7.63%+18.0pp | 19.66%+5.9pp |
| Employer contribution / active EE | $0 | $21,011-100.0% | $1,294-100.0% | $21,011-100.0% |
| Participant deferral / active EE | $4,750 | $8,361-43.2% | $2,375+100.0% | $8,361-43.2% |
| Admin fee / account holder | $0 | $49,887-100.0% | $1,706-100.0% | $49,887-100.0% |