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 9-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 | $3,620 | $85,202-95.8% | $172,739-97.9% | $72,985-95.0% |
| Participation rate | 93.5% | 70.1%+23.5pp | 82.6%+10.9pp | 69.5%+24.1pp |
| Annual return | 5.12% | 27.32%-22.2pp | 802.84%-797.7pp | 81.00%-75.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $78 | $5,884-98.7% | $13,954-99.4% | $5,124-98.5% |