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 9-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 | $173,176 | $159,934+8.3% | $147,005+17.8% | $145,959+18.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 18.29% | 98.24%-79.9pp | 418.76%-400.5pp | 561.95%-543.7pp |
| Employer contribution / active EE | $1,600 | $5,287-69.7% | $4,934-67.6% | $4,661-65.7% |
| Participant deferral / active EE | $5,672 | $8,427-32.7% | $8,070-29.7% | $6,689-15.2% |
| Admin fee / account holder | $45 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |