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.
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 | $2,427 | $47,126-94.9% | $149,673-98.4% | $74,419-96.7% |
| Participation rate | 98.0% | 63.4%+34.6pp | 78.8%+19.2pp | 70.7%+27.3pp |
| Annual return | 256.50% | 22.75%+233.7pp | 134.42%+122.1pp | 34.38%+222.1pp |
| Employer contribution / active EE | $1,596 | $1,905-16.2% | $4,818-66.9% | $2,637-39.5% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |