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.
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.
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 | $52,524 | $138,347-62.0% | $184,203-71.5% | $80,856-35.0% |
| Participation rate | 55.4% | 83.9%-28.5pp | 86.8%-31.4pp | 67.6%-12.3pp |
| Annual return | 3.36% | 20.02%-16.7pp | 28.81%-25.4pp | 35.59%-32.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $295 | $10,483-97.2% | $13,901-97.9% | $6,918-95.7% |