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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,299 | $176,662-77.8% | $130,648-69.9% | $152,861-74.3% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | -2.70% | 2692.24%-2694.9pp | 1708.96%-1711.7pp | 345.32%-348.0pp |
| Employer contribution / active EE | $338 | $5,742-94.1% | $4,092-91.7% | $4,762-92.9% |
| Participant deferral / active EE | $803 | $4,361-81.6% | $3,603-77.7% | $5,850-86.3% |
| Admin fee / account holder | $11 | $7,133-99.8% | $5,464-99.8% | $11,596-99.9% |