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 9-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.
Annual investment return 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,154 | $49,227-95.6% | $70,449-96.9% | $79,858-97.3% |
| Participation rate | 92.7% | 69.2%+23.5pp | 75.1%+17.6pp | 69.6%+23.1pp |
| Annual return | -2.01% | 30.06%-32.1pp | 109.03%-111.0pp | 31.71%-33.7pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $153 | $2,878-94.7% | $3,845-96.0% | $5,306-97.1% |