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.
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 | $6,450 | $81,357-92.1% | $75,972-91.5% | $199,593-96.8% |
| Participation rate | 99.1% | 69.9%+29.2pp | 69.1%+30.1pp | 72.0%+27.2pp |
| Annual return | 6.23% | 16.32%-10.1pp | 359.55%-353.3pp | 34.25%-28.0pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $2,685-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $98 | $144-32.5% | $6,467-98.5% | $269-63.7% |