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 | $90,243 | $102,245-11.7% | $89,340+1.0% | $137,256-34.3% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 15.03% | 21.89%-6.9pp | 20.57%-5.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,202 | $2,529-52.5% | $2,231-46.1% | $4,156-71.1% |
| Participant deferral / active EE | $2,708 | $4,436-38.9% | $3,823-29.2% | $6,407-57.7% |
| Admin fee / account holder | $99 | $8,085-98.8% | $6,704-98.5% | $12,270-99.2% |