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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $59,448 | $91,372-34.9% | $129,995-54.3% | $74,419-20.1% |
| Participation rate | 99.4% | 77.8%+21.6pp | 78.5%+20.9pp | 70.7%+28.7pp |
| Annual return | 38.72% | 23.21%+15.5pp | -137.18%+175.9pp | 34.38%+4.3pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,320-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $9 | $283-96.8% | $10,614-99.9% | $348-97.4% |