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 5-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 | $4,237 | $94,752-95.5% | $112,887-96.2% | $139,434-97.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 25.79% | 40.88%-15.1pp | 34.10%-8.3pp | 372.94%-347.2pp |
| Employer contribution / active EE | $4,076 | $4,625-11.9% | $4,563-10.7% | $4,751-14.2% |
| Participant deferral / active EE | $8,861 | $6,512+36.1% | $6,513+36.0% | $6,710+32.1% |
| Admin fee / account holder | $26 | $8,527-99.7% | $7,047-99.6% | $11,403-99.8% |