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 | $7,573 | $152,509-95.0% | $117,472-93.6% | $134,475-94.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.92% | 52.99%-71.9pp | 29.74%-48.7pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,293 | $5,571-76.8% | $4,176-69.0% | $4,740-72.7% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $212 | $7,004-97.0% | $5,645-96.2% | $11,426-98.1% |