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 | $30,343 | $101,618-70.1% | $93,063-67.4% | $137,256-77.9% |
| Participation rate | 63.6% | 74.9%-11.3pp | 72.1%-8.5pp | 80.0%-16.3pp |
| Annual return | 13.43% | 223.95%-210.5pp | 34.15%-20.7pp | 220.34%-206.9pp |
| Employer contribution / active EE | $721 | $2,707-73.4% | $2,476-70.9% | $4,156-82.7% |
| Participant deferral / active EE | $2,976 | $4,279-30.4% | $3,958-24.8% | $6,407-53.5% |
| Admin fee / account holder | $241 | $6,198-96.1% | $6,033-96.0% | $12,270-98.0% |