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 | $98,648 | $180,749-45.4% | $160,784-38.6% | $137,256-28.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 18.67% | 2234.46%-2215.8pp | 1803.92%-1785.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,073 | $4,155-2.0% | $3,733+9.1% | $4,156-2.0% |
| Participant deferral / active EE | $13,165 | $6,844+92.3% | $6,293+109.2% | $6,407+105.5% |
| Admin fee / account holder | $15 | $10,397-99.9% | $9,717-99.8% | $12,270-99.9% |