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.
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 | $39,632 | $97,881-59.5% | $80,004-50.5% | $125,391-68.4% |
| Participation rate | 16.7% | 77.9%-61.2pp | 73.0%-56.3pp | 83.2%-66.5pp |
| Annual return | 1.92% | 9.36%-7.4pp | 7.63%-5.7pp | 282.22%-280.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $186 | $6,278-97.0% | $5,033-96.3% | $9,540-98.1% |