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 7-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 | $10,296 | $56,484-81.8% | $169,463-93.9% | $64,186-84.0% |
| Participation rate | 99.0% | 64.5%+34.4pp | 77.8%+21.2pp | 69.6%+29.4pp |
| Annual return | 51.74% | -1.55%+53.3pp | 1.83%+49.9pp | 7.63%+44.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $26 | $4,174-99.4% | $9,109-99.7% | $4,888-99.5% |