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.
See 1 actuary disclosure. $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.
Employer contribution per participant 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 | $0 | $217,367-100.0% | $1,867,444-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 25.7%-25.7pp | 11.3%-11.3pp | 45.9%-45.9pp |
| Annual return | 13.03% | 5.61%+7.4pp | 9.84%+3.2pp | 10.21%+2.8pp |
| Employer contribution / active EE | $5,033 | $71,462-93.0% | $50,102-90.0% | $42,272-88.1% |
| Participant deferral / active EE | $0 | $787-100.0% | $612-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $817-100.0% | $18,647-100.0% | $13,518-100.0% |