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.
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 | $17,394 | $135,952-87.2% | $123,892-86.0% | $273,961-93.7% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 7.68% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $7,828 | $5,170+51.4% | $4,617+69.6% | $4,869+60.8% |
| Participant deferral / active EE | $15,655 | $6,343+146.8% | $5,984+161.6% | $5,287+196.1% |
| Admin fee / account holder | $95 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |