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 10-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $162,925 | $180,749-9.9% | $160,784+1.3% | $137,256+18.7% |
| Participation rate | 38.5% | 80.0%-41.5pp | 77.0%-38.5pp | 80.0%-41.5pp |
| Annual return | 4.56% | 2234.46%-2229.9pp | 1803.92%-1799.4pp | 220.34%-215.8pp |
| Employer contribution / active EE | $901 | $4,155-78.3% | $3,733-75.9% | $4,156-78.3% |
| Participant deferral / active EE | $7,721 | $6,844+12.8% | $6,293+22.7% | $6,407+20.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |