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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,931 | $77,559-71.7% | $68,793-68.1% | $75,289-70.9% |
| Participation rate | 94.1% | 78.3%+15.8pp | 72.2%+21.8pp | 72.4%+21.6pp |
| Annual return | -9.57% | -1.01%-8.6pp | -4.63%-4.9pp | -0.04%-9.5pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $2,625-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $3,311-100.0% | $3,739-100.0% |
| Admin fee / account holder | $4 | $90-95.9% | $5,131-99.9% | $102-96.4% |