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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,394 | $62,127-60.7% | $81,382-70.0% | $74,495-67.3% |
| Participation rate | 82.9% | 64.0%+18.8pp | 69.5%+13.4pp | 67.2%+15.7pp |
| Annual return | -0.62% | 16.48%-17.1pp | 24.73%-25.4pp | 1364.94%-1365.6pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,934-100.0% | $5,768-100.0% | $1,942-100.0% |