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 | $32,318 | $68,097-52.5% | $62,929-48.6% | $137,256-76.5% |
| Participation rate | 54.5% | 77.4%-22.9pp | 73.1%-18.6pp | 80.0%-25.4pp |
| Annual return | 19.11% | 1859.11%-1840.0pp | 1063.93%-1044.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $626 | $2,811-77.7% | $2,505-75.0% | $4,156-84.9% |
| Participant deferral / active EE | $2,208 | $4,553-51.5% | $3,888-43.2% | $6,407-65.5% |
| Admin fee / account holder | $121 | $6,521-98.1% | $5,065-97.6% | $12,270-99.0% |