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.
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 | $11,723 | $104,697-88.8% | $96,544-87.9% | $80,160-85.4% |
| Participation rate | 99.1% | 86.4%+12.7pp | 76.0%+23.1pp | 72.9%+26.1pp |
| Annual return | 248.50% | 21.78%+226.7pp | 25.84%+222.7pp | 40.38%+208.1pp |
| Employer contribution / active EE | $0 | $3,536-100.0% | $2,965-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $6,188-100.0% | $4,851-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $8,252-100.0% | $145-100.0% |