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 | $72,071-98.2% | $68,368-98.1% | $137,256-99.0% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 13.99% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $207 | $2,788-92.6% | $2,649-92.2% | $4,156-95.0% |
| Participant deferral / active EE | $911 | $4,410-79.3% | $4,123-77.9% | $6,407-85.8% |
| Admin fee / account holder | $182 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |