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 7-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 | $14,175 | $154,228-90.8% | $145,433-90.3% | $137,256-89.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 22.91% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,343 | $4,804-72.0% | $4,554-70.5% | $4,156-67.7% |
| Participant deferral / active EE | $2,360 | $8,216-71.3% | $7,897-70.1% | $6,407-63.2% |
| Admin fee / account holder | $50 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |