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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,490 | $227,396-99.3% | $442,409-99.7% | $116,875-98.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 88.0%+12.0pp | 74.5%+25.5pp |
| Annual return | -15.18% | 16.35%-31.5pp | 90.53%-105.7pp | 16.29%-31.5pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $7,697-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $0 | $7,352-100.0% | $7,555-100.0% | $3,885-100.0% |
| Admin fee / account holder | $79 | $16,310-99.5% | $51,603-99.8% | $12,263-99.4% |