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 4-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 | $730 | $31,310-97.7% | $53,898-98.6% | $74,304-99.0% |
| Participation rate | 48.1% | 30.7%+17.4pp | 55.0%-6.9pp | 60.3%-12.3pp |
| Annual return | 13.19% | 23.16%-10.0pp | 528.60%-515.4pp | 29.43%-16.2pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $934-100.0% | $1,826-100.0% | $3,767-100.0% |
| Admin fee / account holder | $32 | $2,175-98.5% | $2,491-98.7% | $2,969-98.9% |