Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,945 | $132,634-84.2% | $115,768-81.9% | $137,256-84.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | 16.99% | 160.70%-143.7pp | 100.46%-83.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,840 | $3,360-45.2% | $2,940-37.4% | $4,156-55.7% |
| Participant deferral / active EE | $1,253 | $5,619-77.7% | $4,917-74.5% | $6,407-80.4% |
| Admin fee / account holder | $100 | $15,028-99.3% | $12,439-99.2% | $12,270-99.2% |