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 | $47,664 | $76,407-37.6% | $150,298-68.3% | $82,448-42.2% |
| Participation rate | 52.5% | 66.4%-13.9pp | 77.8%-25.3pp | 68.1%-15.6pp |
| Annual return | 11.06% | 39.99%-28.9pp | 62.79%-51.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $951 | $2,614-63.6% | $4,154-77.1% | $2,551-62.7% |
| Participant deferral / active EE | $1,497 | $3,214-53.4% | $5,453-72.5% | $4,139-63.8% |
| Admin fee / account holder | $171 | $6,352-97.3% | $14,116-98.8% | $7,234-97.6% |