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 7-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 | $8,781 | $72,071-87.8% | $68,368-87.2% | $137,256-93.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 24.72% | 353.14%-328.4pp | 292.57%-267.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $832 | $2,788-70.1% | $2,649-68.6% | $4,156-80.0% |
| Participant deferral / active EE | $1,318 | $4,410-70.1% | $4,123-68.0% | $6,407-79.4% |
| Admin fee / account holder | $74 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |