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.
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 | $5,807 | $176,662-96.7% | $130,648-95.6% | $152,861-96.2% |
| Participation rate | 90.0% | 79.0%+11.0pp | 71.7%+18.3pp | 82.4%+7.6pp |
| Annual return | 22.06% | 2692.24%-2670.2pp | 1708.96%-1686.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,084 | $5,742-81.1% | $4,092-73.5% | $4,762-77.2% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $149 | $7,133-97.9% | $5,464-97.3% | $11,596-98.7% |