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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,350 | $82,032-97.1% | $123,104-98.1% | $59,632-96.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.92% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,086 | $3,297-36.7% | $5,151-59.5% | $2,203-5.3% |
| Participant deferral / active EE | $1,094 | $4,667-76.6% | $6,230-82.4% | $3,192-65.7% |
| Admin fee / account holder | $17 | $5,881-99.7% | $9,015-99.8% | $4,297-99.6% |