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.
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 | $7,700 | $227,553-96.6% | $189,557-95.9% | $167,490-95.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.84% | 78.40%-59.6pp | 64.17%-45.3pp | 478.56%-459.7pp |
| Employer contribution / active EE | $3,125 | $5,316-41.2% | $4,412-29.2% | $4,837-35.4% |
| Participant deferral / active EE | $6,556 | $7,002-6.4% | $6,174+6.2% | $6,341+3.4% |
| Admin fee / account holder | $176 | $11,878-98.5% | $9,807-98.2% | $12,309-98.6% |