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 9-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.
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 | $1,001 | $101,883-99.0% | $453,369-99.8% | $85,850-98.8% |
| Participation rate | 17.2% | 72.3%-55.1pp | 78.0%-60.8pp | 69.3%-52.1pp |
| Annual return | 30.37% | 25.38%+5.0pp | 64.40%-34.0pp | 318.53%-288.2pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $4,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $6,209-100.0% | $3,952-100.0% |
| Admin fee / account holder | $127 | $5,706-97.8% | $11,209-98.9% | $6,260-98.0% |