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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $120,281 | $167,307-28.1% | $143,757-16.3% | $134,475-10.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.77% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $646 | $5,619-88.5% | $4,951-87.0% | $4,740-86.4% |
| Participant deferral / active EE | $10,640 | $6,446+65.1% | $5,637+88.7% | $6,400+66.3% |
| Admin fee / account holder | $74 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |