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 | $3,511 | $94,031-96.3% | $115,768-97.0% | $82,448-95.7% |
| Participation rate | 79.7% | 70.4%+9.3pp | 74.4%+5.3pp | 68.1%+11.6pp |
| Annual return | 20.59% | 20.61%0pp | 100.46%-79.9pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $798 | $3,972-79.9% | $4,917-83.8% | $4,139-80.7% |
| Admin fee / account holder | $81 | $10,249-99.2% | $12,439-99.3% | $7,234-98.9% |