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 3-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 | $159,460 | $112,729+41.5% | $98,716+61.5% | $137,256+16.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 21.85% | 38.48%-16.6pp | 31.81%-10.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $10,500 | $2,725+285.3% | $2,279+360.8% | $4,156+152.6% |
| Participant deferral / active EE | $12,825 | $4,640+176.4% | $4,048+216.9% | $6,407+100.2% |
| Admin fee / account holder | $10 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |