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 8-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.
Employer contribution per participant 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 | $0 | $61,214-100.0% | $83,333-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 72.6%-72.6pp | 77.8%-77.8pp | 69.9%-69.9pp |
| Annual return | 5.56% | 0.42%+5.1pp | 10.63%-5.1pp | -9.96%+15.5pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $5,565-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $512-100.0% | $7,510-100.0% | $521-100.0% |