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 7-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,937 | $58,264-52.1% | $86,612-67.7% | $71,457-60.9% |
| Participation rate | 94.9% | 65.0%+29.9pp | 71.7%+23.2pp | 67.9%+27.0pp |
| Annual return | 14.31% | 21.63%-7.3pp | 591.07%-576.8pp | 28.85%-14.5pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |