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 9-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.
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 | $26,510 | $100,852-73.7% | $90,404-70.7% | $158,922-83.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.67% | 1724.20%-1718.5pp | 1293.02%-1287.3pp | 302.83%-297.2pp |
| Employer contribution / active EE | $962 | $3,689-73.9% | $3,262-70.5% | $4,761-79.8% |
| Participant deferral / active EE | $3,675 | $4,348-15.5% | $3,963-7.3% | $5,982-38.6% |
| Admin fee / account holder | $119 | $6,501-98.2% | $5,611-97.9% | $11,246-98.9% |