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 8-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 | $84,745 | $111,814-24.2% | $103,374-18.0% | $145,959-41.9% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 11.06% | 24.77%-13.7pp | 24.89%-13.8pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,607 | $4,214-61.9% | $3,869-58.5% | $4,661-65.5% |
| Participant deferral / active EE | $6,163 | $5,618+9.7% | $5,058+21.9% | $6,689-7.9% |
| Admin fee / account holder | $217 | $9,754-97.8% | $8,394-97.4% | $13,398-98.4% |