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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,466 | $144,996-95.5% | $111,297-94.2% | $93,030-93.0% |
| Participation rate | 99.0% | 86.2%+12.8pp | 77.3%+21.7pp | 73.9%+25.1pp |
| Annual return | -14.28% | 18.26%-32.5pp | 54.65%-68.9pp | 158.70%-173.0pp |
| Employer contribution / active EE | $0 | $3,056-100.0% | $2,731-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $0 | $5,587-100.0% | $4,487-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $7,964-100.0% | $152-100.0% |