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.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,803-100.0% | $113,168-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 68.3%-68.3pp |
| Annual return | -43.75% | 25.00%-68.8pp | 24.27%-68.0pp | 40.90%-84.7pp |
| Employer contribution / active EE | $697 | $2,360-70.5% | $2,975-76.6% | $2,631-73.5% |
| Participant deferral / active EE | $2,873 | $4,242-32.3% | $5,107-43.8% | $4,212-31.8% |
| Admin fee / account holder | $0 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |