Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325 | $76,407-99.6% | $150,298-99.8% | $82,448-99.6% |
| Participation rate | 90.6% | 66.4%+24.2pp | 77.8%+12.9pp | 68.1%+22.6pp |
| Annual return | 30.25% | 39.99%-9.7pp | 62.79%-32.5pp | 41.64%-11.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $214 | $3,214-93.3% | $5,453-96.1% | $4,139-94.8% |
| Admin fee / account holder | $27 | $6,352-99.6% | $14,116-99.8% | $7,234-99.6% |