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.
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 | $21,857 | $81,908-73.3% | $90,749-75.9% | $64,808-66.3% |
| Participation rate | 94.6% | 80.5%+14.2pp | 75.7%+18.9pp | 71.5%+23.2pp |
| Annual return | 117.63% | -12.53%+130.2pp | -12.16%+129.8pp | 32.82%+84.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $2,921-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $10 | $157-93.6% | $8,445-99.9% | $188-94.6% |