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 | $224,565 | $111,535+101.3% | $105,223+113.4% | $137,256+63.6% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 14.10% | 237.85%-223.8pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,715 | $3,939-56.5% | $3,689-53.5% | $4,156-58.7% |
| Participant deferral / active EE | $3,569 | $5,500-35.1% | $5,072-29.6% | $6,407-44.3% |
| Admin fee / account holder | $241 | $9,721-97.5% | $8,859-97.3% | $12,270-98.0% |