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 6-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.
Employer contribution per participant 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 | $1,332 | $74,888-98.2% | $71,209-98.1% | $142,382-99.1% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 13.99% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $207 | $2,854-92.7% | $2,721-92.4% | $4,299-95.2% |
| Participant deferral / active EE | $911 | $4,454-79.5% | $4,175-78.2% | $6,507-86.0% |
| Admin fee / account holder | $182 | $5,568-96.7% | $5,349-96.6% | $12,624-98.6% |