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 4-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 | $4,331 | $124,425-96.5% | $112,040-96.1% | $137,256-96.8% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.5%+18.0pp | 80.0%+14.5pp |
| Annual return | 25.55% | 24.72%+0.8pp | 24.52%+1.0pp | 220.34%-194.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,355 | $5,718-76.3% | $5,098-73.4% | $6,407-78.8% |
| Admin fee / account holder | $84 | $15,207-99.4% | $12,098-99.3% | $12,270-99.3% |