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.
Employer contribution per participant 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 | $38,896 | $86,922-55.3% | $102,438-62.0% | $80,874-51.9% |
| Participation rate | 48.5% | 72.4%-23.9pp | 76.5%-28.0pp | 67.6%-19.2pp |
| Annual return | 18.17% | 18.90%-0.7pp | 29.37%-11.2pp | 35.62%-17.4pp |
| Employer contribution / active EE | $399 | $2,369-83.2% | $3,024-86.8% | $2,756-85.5% |
| Participant deferral / active EE | $2,179 | $4,119-47.1% | $5,054-56.9% | $4,297-49.3% |
| Admin fee / account holder | $290 | $8,050-96.4% | $9,448-96.9% | $6,935-95.8% |