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 5-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,177 | $77,730-98.5% | $70,164-98.3% | $139,434-99.2% |
| Participation rate | 41.7% | 83.2%-41.5pp | 78.8%-37.2pp | 80.3%-38.7pp |
| Annual return | 10.06% | 18.98%-8.9pp | 18.87%-8.8pp | 372.94%-362.9pp |
| Employer contribution / active EE | $0 | $4,990-100.0% | $4,287-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,448-100.0% | $5,395-100.0% | $6,710-100.0% |
| Admin fee / account holder | $242 | $5,368-95.5% | $4,561-94.7% | $11,403-97.9% |