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 9-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 | $63,908 | $48,277+32.4% | $67,511-5.3% | $80,874-21.0% |
| Participation rate | 18.5% | 66.4%-47.9pp | 72.9%-54.4pp | 67.6%-49.1pp |
| Annual return | 12.17% | 18.27%-6.1pp | 3517.41%-3505.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $542 | $2,021-73.2% | $2,733-80.2% | $2,756-80.3% |
| Participant deferral / active EE | $1,505 | $2,926-48.6% | $4,000-62.4% | $4,297-65.0% |
| Admin fee / account holder | $12 | $3,687-99.7% | $3,999-99.7% | $6,935-99.8% |