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 6-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,040 | $115,770-94.8% | $101,248-94.0% | $158,922-96.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 1840.10% | 56.14%+1784.0pp | 46.47%+1793.6pp | 302.83%+1537.3pp |
| Employer contribution / active EE | $671 | $4,175-83.9% | $3,660-81.7% | $4,761-85.9% |
| Participant deferral / active EE | $2,536 | $4,957-48.9% | $4,370-42.0% | $5,982-57.6% |
| Admin fee / account holder | $30 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |