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 | $76,314 | $297,529-74.4% | $246,525-69.0% | $357,791-78.7% |
| Participation rate | 66.7% | 86.5%-19.9pp | 82.0%-15.3pp | 85.6%-18.9pp |
| Annual return | 11.11% | -2.25%+13.4pp | 0.46%+10.6pp | 396.79%-385.7pp |
| Employer contribution / active EE | $0 | $8,709-100.0% | $7,467-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $6,076-100.0% | $5,422-100.0% | $5,521-100.0% |
| Admin fee / account holder | $181 | $16,212-98.9% | $16,551-98.9% | $28,387-99.4% |