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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,055 | $148,534-71.0% | $135,903-68.3% | $139,434-69.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 14.49% | 79.19%-64.7pp | 68.23%-53.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $4,545 | $5,243-13.3% | $4,856-6.4% | $4,751-4.3% |
| Participant deferral / active EE | $9,295 | $8,100+14.8% | $7,758+19.8% | $6,710+38.5% |
| Admin fee / account holder | $157 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |