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.
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 | $525,611-100.0% | $108,671-100.0% | $525,611-100.0% |
| Participation rate | 50.0% | 87.0%-37.0pp | 83.6%-33.6pp | 87.0%-37.0pp |
| Annual return | 0.00% | 8.71%-8.7pp | 4.39%-4.4pp | 8.71%-8.7pp |
| Employer contribution / active EE | $0 | $21,932-100.0% | $4,751-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $0 | $5,987-100.0% | $4,166-100.0% | $5,987-100.0% |
| Admin fee / account holder | $0 | $41,812-100.0% | $336-100.0% | $41,812-100.0% |