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 | $1,668 | $106,749-98.4% | $145,433-98.9% | $82,448-98.0% |
| Participation rate | 91.2% | 75.6%+15.5pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 22.62% | 27.59%-5.0pp | 66.58%-44.0pp | 41.64%-19.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $843 | $6,519-87.1% | $7,897-89.3% | $4,139-79.6% |
| Admin fee / account holder | $123 | $8,390-98.5% | $13,129-99.1% | $7,234-98.3% |