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 6-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,437 | $99,877-83.5% | $84,966-80.7% | $145,922-88.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.28% | 83.76%-72.5pp | 66.38%-55.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,468 | $5,291-53.4% | $4,519-45.4% | $6,688-63.1% |
| Admin fee / account holder | $142 | $7,248-98.0% | $6,149-97.7% | $13,397-98.9% |