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 7-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 | $564 | $112,881-99.5% | $90,951-99.4% | $158,922-99.6% |
| Participation rate | 0.0% | 74.7%-74.7pp | 69.0%-69.0pp | 82.0%-82.0pp |
| Annual return | 48.98% | 215.79%-166.8pp | 134.60%-85.6pp | 302.83%-253.8pp |
| Employer contribution / active EE | $3,614 | $2,893+24.9% | $2,122+70.3% | $4,761-24.1% |
| Participant deferral / active EE | $5,206 | $4,128+26.1% | $3,373+54.3% | $5,982-13.0% |
| Admin fee / account holder | $6 | $8,041-99.9% | $5,959-99.9% | $11,246-99.9% |