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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,708 | $100,773-84.4% | $88,946-82.3% | $142,382-89.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.98% | 70.18%-54.2pp | 57.82%-41.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $198 | $2,918-93.2% | $2,555-92.3% | $4,299-95.4% |
| Participant deferral / active EE | $16,144 | $5,230+208.7% | $4,581+252.4% | $6,507+148.1% |
| Admin fee / account holder | $176 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |