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 7-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 | $1,981 | $80,673-97.5% | $101,326-98.0% | $84,808-97.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 81.5%-6.5pp | 68.3%+6.7pp |
| Annual return | 15.73% | 38.95%-23.2pp | 36.82%-21.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $7,994-100.0% | $4,212-100.0% |
| Admin fee / account holder | $177 | $12,784-98.6% | $11,185-98.4% | $7,344-97.6% |