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 8-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 | $113,594 | $178,174-36.2% | $156,181-27.3% | $137,256-17.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 15.34% | 84.19%-68.9pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,144 | $4,972-36.8% | $4,294-26.8% | $4,156-24.3% |
| Participant deferral / active EE | $7,535 | $6,888+9.4% | $6,132+22.9% | $6,407+17.6% |
| Admin fee / account holder | $254 | $17,404-98.5% | $14,586-98.3% | $12,270-97.9% |