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 | $29,051-97.5% | $52,425-98.6% | $67,986-98.9% |
| Participation rate | 48.1% | 30.4%+17.6pp | 55.6%-7.5pp | 57.2%-9.1pp |
| Annual return | 13.19% | 24.00%-10.8pp | 302.12%-288.9pp | 31.67%-18.5pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $873-100.0% | $1,790-100.0% | $3,358-100.0% |
| Admin fee / account holder | $32 | $2,113-98.5% | $2,495-98.7% | $3,203-99.0% |