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.
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 | $2,180 | $76,407-97.1% | $150,298-98.5% | $82,448-97.4% |
| Participation rate | 93.9% | 66.4%+27.5pp | 77.8%+16.1pp | 68.1%+25.8pp |
| Annual return | 20.01% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $640 | $3,214-80.1% | $5,453-88.3% | $4,139-84.5% |
| Admin fee / account holder | $120 | $6,352-98.1% | $14,116-99.2% | $7,234-98.3% |