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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,564 | $45,825+40.9% | $90,645-28.8% | $56,287+14.7% |
| Participation rate | 99.3% | 66.7%+32.6pp | 74.0%+25.2pp | 69.9%+29.4pp |
| Annual return | 12.59% | 38.64%-26.0pp | 1.88%+10.7pp | -9.96%+22.6pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,425-100.0% | $3,350-100.0% |
| Admin fee / account holder | $3 | $413-99.3% | $4,994-99.9% | $521-99.4% |