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 | $58,747 | $39,019+50.6% | $80,716-27.2% | $85,850-31.6% |
| Participation rate | 8.2% | 41.5%-33.4pp | 54.2%-46.0pp | 69.3%-61.2pp |
| Annual return | 19.18% | 26.27%-7.1pp | 87.28%-68.1pp | 318.53%-299.4pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,146-100.0% | $3,952-100.0% |
| Admin fee / account holder | $53 | $2,431-97.8% | $3,380-98.4% | $6,260-99.1% |