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 | $4,050 | $172,111-97.6% | $150,298-97.3% | $137,256-97.0% |
| Participation rate | 84.2% | 81.7%+2.5pp | 77.8%+6.5pp | 80.0%+4.3pp |
| Annual return | 17.92% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,153 | $6,166-81.3% | $5,453-78.9% | $6,407-82.0% |
| Admin fee / account holder | $267 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |