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 4-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 | $5,363 | $158,398-96.6% | $126,539-95.8% | $142,382-96.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 15.55% | 593.76%-578.2pp | 425.95%-410.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $750 | $4,650-83.9% | $3,674-79.6% | $4,299-82.6% |
| Participant deferral / active EE | $11,966 | $4,767+151.0% | $4,083+193.1% | $6,507+83.9% |
| Admin fee / account holder | $130 | $6,918-98.1% | $6,065-97.9% | $12,624-99.0% |