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 | $731 | $25,014-97.1% | $69,701-99.0% | $80,874-99.1% |
| Participation rate | 88.1% | 64.2%+23.8pp | 66.4%+21.6pp | 67.6%+20.4pp |
| Annual return | 48.23% | 19.07%+29.2pp | 100.32%-52.1pp | 35.62%+12.6pp |
| Employer contribution / active EE | $622 | $993-37.4% | $1,713-63.7% | $2,756-77.4% |
| Participant deferral / active EE | $697 | $1,839-62.1% | $2,887-75.9% | $4,297-83.8% |
| Admin fee / account holder | $105 | $2,488-95.8% | $4,717-97.8% | $6,935-98.5% |