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.
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 | $9,506 | $185,822-94.9% | $169,993-94.4% | $139,434-93.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.79% | 60.50%-40.7pp | 53.37%-33.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,461 | $7,590-80.8% | $6,785-78.5% | $4,751-69.3% |
| Participant deferral / active EE | $3,400 | $11,622-70.7% | $10,408-67.3% | $6,710-49.3% |
| Admin fee / account holder | $221 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |