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 7-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 | $12 | $24,730-100.0% | $66,042-100.0% | $84,808-100.0% |
| Participation rate | 17.2% | 68.1%-50.9pp | 67.5%-50.3pp | 68.3%-51.1pp |
| Annual return | 9.03% | 79.55%-70.5pp | 52.11%-43.1pp | 40.90%-31.9pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $1,737-100.0% | $2,835-100.0% | $4,212-100.0% |
| Admin fee / account holder | $155 | $3,014-94.9% | $5,747-97.3% | $7,344-97.9% |