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 8-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 | $5,602 | $211,958-97.4% | $169,463-96.7% | $135,375-95.9% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -16.76% | 3.26%-20.0pp | 1.83%-18.6pp | 519.73%-536.5pp |
| Employer contribution / active EE | $4,288 | $5,120-16.2% | $4,159+3.1% | $4,779-10.3% |
| Participant deferral / active EE | $9,676 | $6,075+59.3% | $5,277+83.4% | $5,609+72.5% |
| Admin fee / account holder | $238 | $11,471-97.9% | $9,109-97.4% | $10,827-97.8% |