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.
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 | $222,306 | $159,901+39.0% | $146,958+51.3% | $145,922+52.3% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.59% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $12,369 | $5,286+134.0% | $4,933+150.7% | $4,660+165.5% |
| Participant deferral / active EE | $119,854 | $8,428+1322.0% | $8,070+1385.2% | $6,688+1692.2% |
| Admin fee / account holder | $85 | $15,044-99.4% | $12,998-99.3% | $13,397-99.4% |