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 3-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 | $25,791 | $29,051-11.2% | $52,425-50.8% | $67,986-62.1% |
| Participation rate | 1.8% | 30.4%-28.7pp | 55.6%-53.9pp | 57.2%-55.5pp |
| Annual return | 34.05% | 24.00%+10.0pp | 302.12%-268.1pp | 31.67%+2.4pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $312 | $873-64.3% | $1,790-82.6% | $3,358-90.7% |
| Admin fee / account holder | $63 | $2,113-97.0% | $2,495-97.5% | $3,203-98.0% |