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.
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 | $679 | $20,316-96.7% | $66,042-99.0% | $74,304-99.1% |
| Participation rate | 1.8% | 62.8%-61.0pp | 67.5%-65.7pp | 60.3%-58.6pp |
| Annual return | 16.19% | 28.10%-11.9pp | 52.11%-35.9pp | 29.43%-13.2pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $2,835-100.0% | $3,767-100.0% |
| Admin fee / account holder | $195 | $1,668-88.3% | $5,747-96.6% | $2,969-93.4% |