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 | $104,974-98.2% | $95,585-98.0% | $142,382-98.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 29.42% | 210.33%-180.9pp | 38.56%-9.1pp | 217.08%-187.7pp |
| Employer contribution / active EE | $204 | $2,779-92.6% | $2,527-91.9% | $4,299-95.2% |
| Participant deferral / active EE | $4,093 | $4,352-6.0% | $4,023+1.7% | $6,507-37.1% |
| Admin fee / account holder | $21 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |