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 8-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.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,562 | $95,416-96.3% | $185,823-98.1% | $85,850-95.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.93% | 23.59%-8.7pp | 122.05%-107.1pp | 318.53%-303.6pp |
| Employer contribution / active EE | $956 | $3,314-71.1% | $5,167-81.5% | $2,565-62.7% |
| Participant deferral / active EE | $392 | $3,423-88.6% | $5,568-93.0% | $3,952-90.1% |
| Admin fee / account holder | $5 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |