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 9-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 | $187,535 | $111,814+67.7% | $93,654+100.2% | $145,959+28.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.25% | 203.30%-195.0pp | 133.34%-125.1pp | 561.95%-553.7pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $14,000 | $4,914+184.9% | $4,413+217.3% | $6,689+109.3% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |