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 | $201,780 | $111,814+80.5% | $93,654+115.5% | $145,959+38.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 16.10% | 203.30%-187.2pp | 133.34%-117.2pp | 561.95%-545.9pp |
| Employer contribution / active EE | $3,244 | $3,092+4.9% | $2,421+34.0% | $4,661-30.4% |
| Participant deferral / active EE | $7,679 | $4,914+56.3% | $4,413+74.0% | $6,689+14.8% |
| Admin fee / account holder | $30 | $10,246-99.7% | $8,282-99.6% | $13,398-99.8% |