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 4-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 | $122,241 | $72,071+69.6% | $68,368+78.8% | $137,256-10.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 22.38% | 353.14%-330.8pp | 292.57%-270.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,035 | $2,788+8.9% | $2,649+14.6% | $4,156-27.0% |
| Participant deferral / active EE | $13,667 | $4,410+209.9% | $4,123+231.5% | $6,407+113.3% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |