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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $51,736-100.0% | $120,225-100.0% | $67,986-100.0% |
| Participation rate | 0.0% | 46.1%-46.1pp | 69.6%-69.6pp | 57.2%-57.2pp |
| Annual return | 11.67% | 31.98%-20.3pp | 439.23%-427.6pp | 31.67%-20.0pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,206-100.0% | $3,999-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,159-100.0% | $5,696-100.0% | $3,203-100.0% |