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 | $684 | $104,974-99.3% | $95,585-99.3% | $142,382-99.5% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 20.81% | 210.33%-189.5pp | 38.56%-17.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,254 | $2,779-18.9% | $2,527-10.8% | $4,299-47.6% |
| Participant deferral / active EE | $3,621 | $4,352-16.8% | $4,023-10.0% | $6,507-44.4% |
| Admin fee / account holder | $54 | $6,386-99.2% | $6,127-99.1% | $12,624-99.6% |