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 3-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 | $179 | $70,606-99.7% | $53,898-99.7% | $142,382-99.9% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 38.66% | 619.81%-581.2pp | 528.60%-489.9pp | 217.08%-178.4pp |
| Employer contribution / active EE | $118 | $1,202-90.2% | $932-87.4% | $4,299-97.3% |
| Participant deferral / active EE | $362 | $2,364-84.7% | $1,826-80.2% | $6,507-94.4% |
| Admin fee / account holder | $2 | $2,852-99.9% | $2,491-99.9% | $12,624-100.0% |