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 | $7,504 | $73,787-89.8% | $98,716-92.4% | $82,448-90.9% |
| Participation rate | 77.8% | 61.4%+16.4pp | 69.3%+8.5pp | 68.1%+9.7pp |
| Annual return | 23.82% | 18.57%+5.3pp | 31.81%-8.0pp | 41.64%-17.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,287 | $3,081-58.2% | $4,048-68.2% | $4,139-68.9% |
| Admin fee / account holder | $210 | $6,500-96.8% | $8,703-97.6% | $7,234-97.1% |