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 10-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 | $81,439 | $76,785+6.1% | $56,441+44.3% | $145,959-44.2% |
| Participation rate | 21.7% | 63.2%-41.5pp | 52.5%-30.8pp | 80.3%-58.5pp |
| Annual return | 12.57% | 3000.51%-2987.9pp | 1704.21%-1691.6pp | 561.95%-549.4pp |
| Employer contribution / active EE | $226 | $1,381-83.6% | $1,039-78.2% | $4,661-95.1% |
| Participant deferral / active EE | $1,075 | $2,624-59.0% | $1,953-44.9% | $6,689-83.9% |
| Admin fee / account holder | $223 | $3,334-93.3% | $2,829-92.1% | $13,398-98.3% |