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 | $64,334 | $111,535-42.3% | $105,223-38.9% | $137,256-53.1% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 22.24% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,080 | $3,939-47.2% | $3,689-43.6% | $4,156-49.9% |
| Participant deferral / active EE | $6,654 | $5,500+21.0% | $5,072+31.2% | $6,407+3.9% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |