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 | $224,375 | $67,823+230.8% | $52,425+328.0% | $137,256+63.5% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 14.43% | 219.11%-204.7pp | 302.12%-287.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,438 | $1,163+23.6% | $914+57.2% | $4,156-65.4% |
| Participant deferral / active EE | $1,797 | $2,288-21.5% | $1,790+0.4% | $6,407-72.0% |
| Admin fee / account holder | $120 | $2,844-95.8% | $2,495-95.2% | $12,270-99.0% |