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.
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 | $8,456 | $73,787-88.5% | $98,716-91.4% | $82,448-89.7% |
| Participation rate | 72.7% | 61.4%+11.3pp | 69.3%+3.4pp | 68.1%+4.7pp |
| Annual return | 21.75% | 18.57%+3.2pp | 31.81%-10.1pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,842 | $3,081-40.2% | $4,048-54.5% | $4,139-55.5% |
| Admin fee / account holder | $111 | $6,500-98.3% | $8,703-98.7% | $7,234-98.5% |