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.
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 | $119,358 | $138,065-13.5% | $123,544-3.4% | $135,375-11.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 1.68% | 153.68%-152.0pp | 119.20%-117.5pp | 519.73%-518.1pp |
| Employer contribution / active EE | $7,289 | $5,151+41.5% | $4,628+57.5% | $4,779+52.5% |
| Participant deferral / active EE | $12,000 | $6,799+76.5% | $6,426+86.8% | $5,609+114.0% |
| Admin fee / account holder | $177 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |