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.
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 | $3,040 | $96,305-96.8% | $80,569-96.2% | $139,434-97.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 36.38% | 1350.08%-1313.7pp | 935.43%-899.0pp | 372.94%-336.6pp |
| Employer contribution / active EE | $5,177 | $3,262+58.7% | $2,723+90.1% | $4,751+9.0% |
| Participant deferral / active EE | $5,414 | $5,232+3.5% | $4,447+21.7% | $6,710-19.3% |
| Admin fee / account holder | $11 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |