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 | $30,997 | $96,635-67.9% | $86,612-64.2% | $139,434-77.8% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 16.30% | 106.41%-90.1pp | 591.07%-574.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $949 | $3,263-70.9% | $3,022-68.6% | $4,751-80.0% |
| Participant deferral / active EE | $1,465 | $4,836-69.7% | $4,438-67.0% | $6,710-78.2% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |