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 9-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.
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 | $17,099 | $135,635-87.4% | $110,238-84.5% | $135,375-87.4% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -6.09% | 513.19%-519.3pp | 314.74%-320.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $12,561 | $4,906+156.0% | $3,826+228.3% | $4,779+162.9% |
| Participant deferral / active EE | $23,017 | $5,506+318.0% | $4,672+392.7% | $5,609+310.4% |
| Admin fee / account holder | $236 | $11,457-97.9% | $8,547-97.2% | $10,827-97.8% |