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 | $30,180 | $84,784-64.4% | $98,439-69.3% | $74,419-59.4% |
| Participation rate | 91.8% | 81.5%+10.3pp | 75.2%+16.7pp | 70.7%+21.1pp |
| Annual return | 33.22% | 20.59%+12.6pp | 21.16%+12.1pp | 34.38%-1.2pp |
| Employer contribution / active EE | $0 | $3,364-100.0% | $3,048-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,528-100.0% |
| Admin fee / account holder | $10 | $204-95.3% | $8,948-99.9% | $348-97.2% |