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 | $249,862 | $209,336+19.4% | $197,124+26.8% | $137,256+82.0% |
| Participation rate | 53.8% | 87.3%-33.5pp | 86.7%-32.9pp | 80.0%-26.1pp |
| Annual return | 29.27% | 48.09%-18.8pp | 44.34%-15.1pp | 220.34%-191.1pp |
| Employer contribution / active EE | $1,843 | $6,591-72.0% | $6,227-70.4% | $4,156-55.6% |
| Participant deferral / active EE | $8,394 | $9,614-12.7% | $9,135-8.1% | $6,407+31.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |