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.
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 | $5,533 | $138,065-96.0% | $123,544-95.5% | $135,375-95.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.50% | 153.68%-147.2pp | 119.20%-112.7pp | 519.73%-513.2pp |
| Employer contribution / active EE | $34,618 | $5,151+572.0% | $4,628+648.0% | $4,779+624.4% |
| Participant deferral / active EE | $59,551 | $6,799+775.9% | $6,426+826.8% | $5,609+961.7% |
| Admin fee / account holder | $158 | $10,916-98.6% | $9,284-98.3% | $10,827-98.5% |