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 6-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 | $2,544 | $92,703-97.3% | $82,719-96.9% | $134,475-98.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.20% | 944.92%-962.1pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $809 | $3,274-75.3% | $3,009-73.1% | $4,740-82.9% |
| Participant deferral / active EE | $1,161 | $4,802-75.8% | $4,395-73.6% | $6,400-81.9% |
| Admin fee / account holder | $24 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |