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 7-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.
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 | $46,282 | $24,733+87.1% | $69,647-33.5% | $74,495-37.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 66.5%+33.5pp | 67.2%+32.8pp |
| Annual return | 3.58% | 18.55%-15.0pp | 100.48%-96.9pp | 1364.94%-1361.4pp |
| Employer contribution / active EE | $0 | $1,001-100.0% | $1,712-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $1,901-100.0% | $2,886-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,892-100.0% | $4,713-100.0% | $1,942-100.0% |