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 6-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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,840 | $73,787-89.4% | $98,716-92.1% | $82,448-90.5% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.3%+24.8pp | 68.1%+26.0pp |
| Annual return | 15.91% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,020 | $3,081-2.0% | $4,048-25.4% | $4,139-27.0% |
| Admin fee / account holder | $50 | $6,500-99.2% | $8,703-99.4% | $7,234-99.3% |