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 | $203,062 | $111,814+81.6% | $93,654+116.8% | $145,959+39.1% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.4pp |
| Annual return | 18.22% | 203.30%-185.1pp | 133.34%-115.1pp | 561.95%-543.7pp |
| Employer contribution / active EE | $565 | $3,092-81.7% | $2,421-76.7% | $4,661-87.9% |
| Participant deferral / active EE | $1,985 | $4,914-59.6% | $4,413-55.0% | $6,689-70.3% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |