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 | $3,253 | $84,696-96.2% | $75,696-95.7% | $167,490-98.1% |
| Participation rate | 14.3% | 77.8%-63.6pp | 74.8%-60.6pp | 82.1%-67.8pp |
| Annual return | 13.16% | 199.36%-186.2pp | 104.53%-91.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,821-100.0% | $6,341-100.0% |
| Admin fee / account holder | $16 | $5,355-99.7% | $3,619-99.6% | $12,309-99.9% |