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.
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 | $784 | $118,427-99.3% | $66,042-98.8% | $142,382-99.4% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 80.1%-30.1pp |
| Annual return | 0.00% | 35.57%-35.6pp | 52.11%-52.1pp | 217.08%-217.1pp |
| Employer contribution / active EE | $8,848 | $2,570+244.3% | $1,579+460.3% | $4,299+105.8% |
| Participant deferral / active EE | $24,854 | $4,311+476.5% | $2,835+776.5% | $6,507+281.9% |
| Admin fee / account holder | $162 | $9,593-98.3% | $5,747-97.2% | $12,624-98.7% |