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 | $12,177 | $63,703-80.9% | $93,063-86.9% | $82,448-85.2% |
| Participation rate | 48.3% | 63.8%-15.6pp | 72.1%-23.8pp | 68.1%-19.8pp |
| Annual return | 68.25% | -775.43%+843.7pp | 34.15%+34.1pp | 41.64%+26.6pp |
| Employer contribution / active EE | $1,418 | $1,729-18.0% | $2,476-42.7% | $2,551-44.4% |
| Participant deferral / active EE | $3,614 | $2,919+23.8% | $3,958-8.7% | $4,139-12.7% |
| Admin fee / account holder | $51 | $5,982-99.1% | $6,033-99.2% | $7,234-99.3% |