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.
Participant contribution per participant 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 | $3,983 | $102,966-96.1% | $90,281-95.6% | $152,861-97.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 12.37% | 95.16%-82.8pp | 78.10%-65.7pp | 345.32%-332.9pp |
| Employer contribution / active EE | $1,513 | $3,139-51.8% | $2,854-47.0% | $4,762-68.2% |
| Participant deferral / active EE | $572 | $4,281-86.6% | $3,885-85.3% | $5,850-90.2% |
| Admin fee / account holder | $49 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |