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 | $0 | $172,111-100.0% | $150,298-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 21.16% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,659 | $4,636-42.6% | $4,154-36.0% | $4,156-36.0% |
| Participant deferral / active EE | $8,681 | $6,166+40.8% | $5,453+59.2% | $6,407+35.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |