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 | $26,990 | $87,166-69.0% | $76,735-64.8% | $137,256-80.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 23.62% | 26.50%-2.9pp | 29.77%-6.1pp | 220.34%-196.7pp |
| Employer contribution / active EE | $765 | $2,904-73.7% | $2,454-68.8% | $4,156-81.6% |
| Participant deferral / active EE | $2,550 | $4,726-46.0% | $4,088-37.6% | $6,407-60.2% |
| Admin fee / account holder | $95 | $8,403-98.9% | $7,189-98.7% | $12,270-99.2% |