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.
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 | $1,905 | $101,618-98.1% | $93,063-98.0% | $137,256-98.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 29.42% | 223.95%-194.5pp | 34.15%-4.7pp | 220.34%-190.9pp |
| Employer contribution / active EE | $204 | $2,707-92.5% | $2,476-91.7% | $4,156-95.1% |
| Participant deferral / active EE | $4,093 | $4,279-4.4% | $3,958+3.4% | $6,407-36.1% |
| Admin fee / account holder | $21 | $6,198-99.7% | $6,033-99.6% | $12,270-99.8% |