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.
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 | $55,020 | $50,574+8.8% | $169,368-67.5% | $80,160-31.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 77.1%+22.9pp | 72.9%+27.1pp |
| Annual return | -5.32% | 22.92%-28.2pp | 405.60%-410.9pp | 40.38%-45.7pp |
| Employer contribution / active EE | $0 | $1,693-100.0% | $4,013-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $4,164-100.0% | $6,221-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $9,003-100.0% | $145-100.0% |