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 | $48,045 | $20,316+136.5% | $66,042-27.3% | $74,304-35.3% |
| Participation rate | 100.0% | 62.8%+37.2pp | 67.5%+32.5pp | 60.3%+39.7pp |
| Annual return | 4.11% | 28.10%-24.0pp | 52.11%-48.0pp | 29.43%-25.3pp |
| Employer contribution / active EE | $0 | $745-100.0% | $1,579-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $2,835-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $1,668-100.0% | $5,747-100.0% | $2,969-100.0% |