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 6-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 | $12,987 | $175,202-92.6% | $149,673-91.3% | $139,434-90.7% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 32.72% | 166.71%-134.0pp | 134.42%-101.7pp | 372.94%-340.2pp |
| Employer contribution / active EE | $8,535 | $5,474+55.9% | $4,818+77.2% | $4,751+79.7% |
| Participant deferral / active EE | $24,398 | $6,519+274.3% | $5,680+329.5% | $6,710+263.6% |
| Admin fee / account holder | $68 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |