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 | $65,721 | $133,958-50.9% | $112,228-41.4% | $134,475-51.1% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -15.59% | 47.11%-62.7pp | 27.45%-43.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,732 | $4,038-57.1% | $3,635-52.3% | $4,740-63.5% |
| Participant deferral / active EE | $1,753 | $5,291-66.9% | $4,728-62.9% | $6,400-72.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |