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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,811 | $29,369-93.8% | $77,482-97.7% | $73,409-97.5% |
| Participation rate | 99.4% | 37.9%+61.4pp | 54.2%+45.2pp | 72.2%+27.2pp |
| Annual return | -37.37% | 358.15%-395.5pp | 54.79%-92.2pp | 59.29%-96.7pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $941-100.0% | $1,861-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $2,858-100.0% | $158-100.0% |