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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,437 | $76,407-91.6% | $150,298-95.7% | $82,448-92.2% |
| Participation rate | 3.8% | 66.4%-62.6pp | 77.8%-73.9pp | 68.1%-64.2pp |
| Annual return | 21.51% | 39.99%-18.5pp | 62.79%-41.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $130 | $3,214-96.0% | $5,453-97.6% | $4,139-96.9% |
| Admin fee / account holder | $99 | $6,352-98.4% | $14,116-99.3% | $7,234-98.6% |