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 6-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 | $118,012 | $68,097+73.3% | $62,929+87.5% | $137,256-14.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 22.98% | 1859.11%-1836.1pp | 1063.93%-1040.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,771 | $2,811-37.0% | $2,505-29.3% | $4,156-57.4% |
| Participant deferral / active EE | $5,038 | $4,553+10.7% | $3,888+29.6% | $6,407-21.4% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |