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 3-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 | $3,160 | $112,729-97.2% | $98,716-96.8% | $137,256-97.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 26.04% | 38.48%-12.4pp | 31.81%-5.8pp | 220.34%-194.3pp |
| Employer contribution / active EE | $627 | $2,725-77.0% | $2,279-72.5% | $4,156-84.9% |
| Participant deferral / active EE | $766 | $4,640-83.5% | $4,048-81.1% | $6,407-88.0% |
| Admin fee / account holder | $176 | $10,129-98.3% | $8,703-98.0% | $12,270-98.6% |