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 | $11,837 | $88,594-86.6% | $70,092-83.1% | $134,475-91.2% |
| Participation rate | 33.3% | 74.9%-41.6pp | 70.5%-37.1pp | 81.2%-47.9pp |
| Annual return | -12.45% | 442.67%-455.1pp | 190.73%-203.2pp | 417.96%-430.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11 | $10,441-99.9% | $6,267-99.8% | $11,426-99.9% |