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 | $72,491 | $58,234+24.5% | $81,783-11.4% | $80,874-10.4% |
| Participation rate | 57.1% | 63.4%-6.3pp | 72.4%-15.2pp | 67.6%-10.5pp |
| Annual return | 16.54% | 41.70%-25.2pp | 775.05%-758.5pp | 35.62%-19.1pp |
| Employer contribution / active EE | $2,053 | $2,341-12.3% | $2,913-29.5% | $2,756-25.5% |
| Participant deferral / active EE | $3,980 | $3,283+21.3% | $4,320-7.9% | $4,297-7.4% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |