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 3-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 | $1,872 | $88,594-97.9% | $70,092-97.3% | $134,475-98.6% |
| Participation rate | 0.0% | 74.9%-74.9pp | 70.5%-70.5pp | 81.2%-81.2pp |
| Annual return | -23.48% | 442.67%-466.1pp | 190.73%-214.2pp | 417.96%-441.4pp |
| Employer contribution / active EE | $12,844 | $3,233+297.3% | $2,559+402.0% | $4,740+171.0% |
| Participant deferral / active EE | $12,844 | $4,772+169.1% | $3,849+233.7% | $6,400+100.7% |
| Admin fee / account holder | $22 | $10,441-99.8% | $6,267-99.7% | $11,426-99.8% |