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.
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 | $1,108 | $115,708-99.0% | $65,255-98.3% | $139,434-99.2% |
| Participation rate | 0.0% | 67.8%-67.8pp | 65.0%-65.0pp | 80.3%-80.3pp |
| Annual return | 0.00% | 31.19%-31.2pp | 47.35%-47.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $14,008 | $2,599+438.9% | $1,691+728.3% | $4,751+194.9% |
| Participant deferral / active EE | $30,600 | $4,240+621.7% | $2,831+980.9% | $6,710+356.0% |
| Admin fee / account holder | $2 | $6,698-100.0% | $4,112-99.9% | $11,403-100.0% |