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 3-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $896 | $52,353-98.3% | $120,225-99.3% | $82,448-98.9% |
| Participation rate | 84.8% | 58.3%+26.5pp | 69.6%+15.3pp | 68.1%+16.8pp |
| Annual return | 19.06% | 61.85%-42.8pp | 439.23%-420.2pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $125 | $4,363-97.1% | $5,696-97.8% | $7,234-98.3% |