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 | $19,294 | $111,814-82.7% | $93,654-79.4% | $145,959-86.8% |
| Participation rate | 43.5% | 74.2%-30.7pp | 68.7%-25.2pp | 80.3%-36.8pp |
| Annual return | 11.63% | 203.30%-191.7pp | 133.34%-121.7pp | 561.95%-550.3pp |
| Employer contribution / active EE | $694 | $3,092-77.6% | $2,421-71.3% | $4,661-85.1% |
| Participant deferral / active EE | $1,354 | $4,914-72.5% | $4,413-69.3% | $6,689-79.8% |
| Admin fee / account holder | $87 | $10,246-99.1% | $8,282-98.9% | $13,398-99.3% |