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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $28,174 | $81,248-65.3% | $155,509-81.9% | $80,856-65.2% |
| Participation rate | 88.2% | 66.2%+22.0pp | 78.2%+10.0pp | 67.6%+20.6pp |
| Annual return | 53.93% | 33.31%+20.6pp | 64.67%-10.7pp | 35.59%+18.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8 | $7,997-99.9% | $15,912-99.9% | $6,918-99.9% |