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 | $123,084 | $178,174-30.9% | $156,181-21.2% | $137,256-10.3% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.8%-23.8pp | 80.0%-25.0pp |
| Annual return | 17.64% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,449 | $6,888-64.4% | $6,132-60.1% | $6,407-61.8% |
| Admin fee / account holder | $3 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |