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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,533 | $74,462-89.9% | $81,983-90.8% | $90,288-91.7% |
| Participation rate | 98.5% | 69.7%+28.8pp | 69.2%+29.2pp | 73.4%+25.1pp |
| Annual return | 55.88% | 17.56%+38.3pp | 41.31%+14.6pp | 53.97%+1.9pp |
| Employer contribution / active EE | $0 | $2,334-100.0% | $2,498-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,232-100.0% |
| Admin fee / account holder | $85 | $98-13.7% | $5,664-98.5% | $114-25.8% |