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.
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 | $63,243 | $68,097-7.1% | $62,929+0.5% | $137,256-53.9% |
| Participation rate | 55.6% | 77.4%-21.9pp | 73.1%-17.6pp | 80.0%-24.4pp |
| Annual return | 55.57% | 1859.11%-1803.5pp | 1063.93%-1008.4pp | 220.34%-164.8pp |
| Employer contribution / active EE | $1,957 | $2,811-30.4% | $2,505-21.8% | $4,156-52.9% |
| Participant deferral / active EE | $6,629 | $4,553+45.6% | $3,888+70.5% | $6,407+3.5% |
| Admin fee / account holder | $104 | $6,521-98.4% | $5,065-97.9% | $12,270-99.1% |