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 8-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 | $155,319 | $72,071+115.5% | $68,368+127.2% | $137,256+13.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.79% | 353.14%-337.3pp | 292.57%-276.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,087 | $2,788-61.0% | $2,649-59.0% | $4,156-73.8% |
| Participant deferral / active EE | $10,398 | $4,410+135.8% | $4,123+152.2% | $6,407+62.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |