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 | $3,640 | $77,419-95.3% | $69,455-94.8% | $152,861-97.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,471 | $3,315-25.5% | $2,779-11.1% | $4,762-48.1% |
| Participant deferral / active EE | $6,956 | $4,414+57.6% | $3,535+96.7% | $5,850+18.9% |
| Admin fee / account holder | $59 | $6,207-99.0% | $3,839-98.5% | $11,596-99.5% |