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 3-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 | $3,425 | $100,773-96.6% | $88,946-96.1% | $142,382-97.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 0.86% | 70.18%-69.3pp | 57.82%-57.0pp | 217.08%-216.2pp |
| Employer contribution / active EE | $2,794 | $2,918-4.2% | $2,555+9.4% | $4,299-35.0% |
| Participant deferral / active EE | $1,987 | $5,230-62.0% | $4,581-56.6% | $6,507-69.5% |
| Admin fee / account holder | $298 | $9,693-96.9% | $8,261-96.4% | $12,624-97.6% |