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 | $11,762 | $103,376-88.6% | $87,100-86.5% | $152,861-92.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 11.94% | 28.10%-16.2pp | 28.19%-16.3pp | 345.32%-333.4pp |
| Employer contribution / active EE | $20,851 | $3,220+547.5% | $2,521+727.0% | $4,762+337.8% |
| Participant deferral / active EE | $39,996 | $4,778+737.1% | $4,049+887.9% | $5,850+583.7% |
| Admin fee / account holder | $205 | $12,205-98.3% | $7,497-97.3% | $11,596-98.2% |