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 | $3,845 | $108,919-96.5% | $100,391-96.2% | $145,922-97.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.80% | 57.88%-48.1pp | 49.20%-39.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,040 | $4,419-53.8% | $3,942-48.3% | $4,660-56.2% |
| Participant deferral / active EE | $5,339 | $8,445-36.8% | $8,082-33.9% | $6,688-20.2% |
| Admin fee / account holder | $178 | $9,689-98.2% | $7,899-97.7% | $13,397-98.7% |