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.
Participant contribution per participant 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 | $317 | $109,982-99.7% | $97,226-99.7% | $145,922-99.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.74% | 242.90%-234.2pp | 75.13%-66.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $376 | $3,084-87.8% | $2,729-86.2% | $4,660-91.9% |
| Participant deferral / active EE | $629 | $4,676-86.5% | $4,264-85.2% | $6,688-90.6% |
| Admin fee / account holder | $13 | $6,221-99.8% | $5,654-99.8% | $13,397-99.9% |