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 | $5,399 | $99,877-94.6% | $84,966-93.6% | $145,922-96.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.17% | 83.76%-68.6pp | 66.38%-51.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $6,917 | $3,231+114.0% | $2,727+153.6% | $4,660+48.4% |
| Participant deferral / active EE | $7,302 | $5,291+38.0% | $4,519+61.6% | $6,688+9.2% |
| Admin fee / account holder | $123 | $7,248-98.3% | $6,149-98.0% | $13,397-99.1% |