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 | $52,546 | $166,020-68.3% | $164,866-68.1% | $145,959-64.0% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 25.44% | 100.08%-74.6pp | 69.97%-44.5pp | 561.95%-536.5pp |
| Employer contribution / active EE | $1,493 | $5,275-71.7% | $4,343-65.6% | $4,661-68.0% |
| Participant deferral / active EE | $3,300 | $6,961-52.6% | $6,033-45.3% | $6,689-50.7% |
| Admin fee / account holder | $141 | $16,644-99.2% | $12,689-98.9% | $13,398-98.9% |