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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,373 | $217,402-91.5% | $185,823-90.1% | $167,490-89.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.57% | 148.36%-136.8pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,007 | $5,873-65.8% | $5,167-61.2% | $4,837-58.5% |
| Participant deferral / active EE | $7,020 | $6,356+10.4% | $5,568+26.1% | $6,341+10.7% |
| Admin fee / account holder | $3 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |