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 | $184,882 | $154,228+19.9% | $145,433+27.1% | $137,256+34.7% |
| Participation rate | 47.6% | 83.8%-36.2pp | 82.1%-34.5pp | 80.0%-32.3pp |
| Annual return | 18.62% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,517 | $4,804-68.4% | $4,554-66.7% | $4,156-63.5% |
| Participant deferral / active EE | $3,766 | $8,216-54.2% | $7,897-52.3% | $6,407-41.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |