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 | $11,644 | $201,272-94.2% | $184,203-93.7% | $145,922-92.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.25% | 29.00%-14.7pp | 28.81%-14.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,566 | $7,022-77.7% | $6,427-75.6% | $4,660-66.4% |
| Participant deferral / active EE | $3,655 | $9,806-62.7% | $9,131-60.0% | $6,688-45.3% |
| Admin fee / account holder | $5 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |