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 4-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 | $6,712 | $108,919-93.8% | $100,391-93.3% | $145,922-95.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.85% | 57.88%-45.0pp | 49.20%-36.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $3,142 | $4,419-28.9% | $3,942-20.3% | $4,660-32.6% |
| Participant deferral / active EE | $4,397 | $8,445-47.9% | $8,082-45.6% | $6,688-34.3% |
| Admin fee / account holder | $40 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |