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.
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 | $19,018 | $54,350-65.0% | $82,719-77.0% | $68,494-72.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.95% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,160 | $2,218-47.7% | $3,009-61.5% | $2,596-55.3% |
| Participant deferral / active EE | $3,159 | $3,246-2.7% | $4,395-28.1% | $4,027-21.6% |
| Admin fee / account holder | $214 | $4,395-95.1% | $5,329-96.0% | $5,403-96.0% |