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 | $144,838 | $167,307-13.4% | $143,757+0.8% | $134,475+7.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -9.03% | 0.46%-9.5pp | -0.04%-9.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $6,724 | $5,619+19.7% | $4,951+35.8% | $4,740+41.9% |
| Participant deferral / active EE | $5,700 | $6,446-11.6% | $5,637+1.1% | $6,400-10.9% |
| Admin fee / account holder | $135 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |