Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 | $23,330-99.9% | $64,489-100.0% | $82,448-100.0% |
| Participation rate | 17.2% | 68.3%-51.0pp | 67.7%-50.5pp | 68.1%-50.8pp |
| Annual return | 9.03% | 83.66%-74.6pp | 55.03%-46.0pp | 41.64%-32.6pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,707-100.0% | $2,778-100.0% | $4,139-100.0% |
| Admin fee / account holder | $155 | $2,946-94.7% | $4,260-96.4% | $7,234-97.9% |