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 | $326 | $48,750-99.3% | $88,946-99.6% | $74,304-99.6% |
| Participation rate | 20.6% | 44.5%-23.8pp | 68.8%-48.2pp | 60.3%-39.7pp |
| Annual return | 14.79% | 25.91%-11.1pp | 57.82%-43.0pp | 29.43%-14.6pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $2,423-100.0% | $4,581-100.0% | $3,767-100.0% |
| Admin fee / account holder | $155 | $3,756-95.9% | $8,261-98.1% | $2,969-94.8% |