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 8-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 | $10,123 | $106,584-90.5% | $101,326-90.0% | $142,382-92.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.41% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,724 | $3,956-5.9% | $3,665+1.6% | $4,299-13.4% |
| Participant deferral / active EE | $3,760 | $8,297-54.7% | $7,994-53.0% | $6,507-42.2% |
| Admin fee / account holder | $55 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |