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 | $69,646 | $29,667+134.8% | $56,441+23.4% | $80,874-13.9% |
| Participation rate | 18.8% | 41.7%-22.9pp | 52.5%-33.7pp | 67.6%-48.9pp |
| Annual return | 13.37% | 35.22%-21.9pp | 1704.21%-1690.8pp | 35.62%-22.2pp |
| Employer contribution / active EE | $621 | $669-7.2% | $1,039-40.2% | $2,756-77.4% |
| Participant deferral / active EE | $1,649 | $1,227+34.4% | $1,953-15.6% | $4,297-61.6% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |