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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,633 | $48,046-82.0% | $84,611-89.8% | $72,985-88.2% |
| Participation rate | 43.8% | 57.6%-13.8pp | 68.2%-24.5pp | 69.5%-25.7pp |
| Annual return | 15.80% | 37.38%-21.6pp | 258.74%-242.9pp | 81.00%-65.2pp |
| Employer contribution / active EE | $17,934 | $1,602+1019.7% | $2,652+576.2% | $2,440+635.1% |
| Participant deferral / active EE | $1,184 | $2,680-55.8% | $3,899-69.6% | $3,607-67.2% |
| Admin fee / account holder | $13 | $3,395-99.6% | $4,912-99.7% | $5,124-99.8% |