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 | $44,195 | $99,341-55.5% | $84,750-47.9% | $273,961-83.9% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 7.28% | 22.93%-15.6pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $25,124 | $4,214+496.2% | $3,574+602.9% | $4,869+416.0% |
| Participant deferral / active EE | $71,019 | $4,269+1563.5% | $3,712+1813.4% | $5,287+1243.2% |
| Admin fee / account holder | $190 | $6,644-97.1% | $5,332-96.4% | $10,132-98.1% |