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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $490 | $25,014-98.0% | $69,701-99.3% | $80,874-99.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.6%+32.4pp |
| Annual return | 0.32% | 19.07%-18.7pp | 100.32%-100.0pp | 35.62%-35.3pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,713-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,839-100.0% | $2,887-100.0% | $4,297-100.0% |
| Admin fee / account holder | $227 | $2,488-90.9% | $4,717-95.2% | $6,935-96.7% |