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 5-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.
See 1 actuary disclosure. $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 | $52,986 | $505,629-89.5% | $505,629-89.5% | $417,905-87.3% |
| Participation rate | 100.0% | 42.2%+57.8pp | 39.0%+61.0pp | 39.2%+60.8pp |
| Annual return | 12.01% | 8.36%+3.7pp | 8.40%+3.6pp | 13.91%-1.9pp |
| Employer contribution / active EE | $0 | $40,567-100.0% | $39,312-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $94-100.0% |
| Admin fee / account holder | $144 | $38,466-99.6% | $38,466-99.6% | $41,846-99.7% |