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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,062 | $109,359-67.0% | $162,163-77.8% | $72,985-50.6% |
| Participation rate | 34.8% | 84.3%-49.5pp | 87.6%-52.8pp | 69.5%-34.7pp |
| Annual return | 11.79% | 25.46%-13.7pp | 115.59%-103.8pp | 81.00%-69.2pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $255 | $7,972-96.8% | $10,843-97.7% | $5,124-95.0% |