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 10-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 | $13,340 | $138,562-90.4% | $246,525-94.6% | $116,875-88.6% |
| Participation rate | 76.0% | 72.8%+3.2pp | 82.0%-6.0pp | 74.5%+1.5pp |
| Annual return | 11.33% | 16.14%-4.8pp | 0.46%+10.9pp | 16.29%-5.0pp |
| Employer contribution / active EE | $0 | $4,835-100.0% | $7,467-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $0 | $4,207-100.0% | $5,422-100.0% | $3,885-100.0% |
| Admin fee / account holder | $244 | $18,110-98.7% | $16,551-98.5% | $12,263-98.0% |