Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $7,091 | $112,729-93.7% | $98,716-92.8% | $137,256-94.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.06% | 38.48%-17.4pp | 31.81%-10.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,887 | $2,725-30.8% | $2,279-17.2% | $4,156-54.6% |
| Participant deferral / active EE | $2,973 | $4,640-35.9% | $4,048-26.5% | $6,407-53.6% |
| Admin fee / account holder | $76 | $10,129-99.3% | $8,703-99.1% | $12,270-99.4% |