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 3-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 | $2,925 | $189,613-98.5% | $167,512-98.3% | $142,382-97.9% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 30.69% | 2024.68%-1994.0pp | 1615.79%-1585.1pp | 217.08%-186.4pp |
| Employer contribution / active EE | $100 | $4,349-97.7% | $3,882-97.4% | $4,299-97.7% |
| Participant deferral / active EE | $8,663 | $6,981+24.1% | $6,405+35.3% | $6,507+33.1% |
| Admin fee / account holder | $234 | $10,528-97.8% | $9,769-97.6% | $12,624-98.1% |