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.
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 | $2,517 | $30,086-91.6% | $61,373-95.9% | $64,808-96.1% |
| Participation rate | 100.0% | 36.4%+63.6pp | 52.6%+47.4pp | 71.5%+28.5pp |
| Annual return | 13.79% | -13.99%+27.8pp | 338.61%-324.8pp | 32.82%-19.0pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,159-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $1,126-100.0% | $2,125-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $2,130-100.0% | $188-100.0% |