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 | $10,492 | $56,638-81.5% | $169,368-93.8% | $74,419-85.9% |
| Participation rate | 0.0% | 67.5%-67.5pp | 77.1%-77.1pp | 70.7%-70.7pp |
| Annual return | -99.08% | 24.75%-123.8pp | 405.60%-504.7pp | 34.38%-133.5pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $4,223-100.0% | $6,221-100.0% | $4,528-100.0% |
| Admin fee / account holder | $68 | $307-77.8% | $9,003-99.2% | $348-80.4% |