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 | $213,674 | $180,749+18.2% | $160,784+32.9% | $137,256+55.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 14.28% | 2234.46%-2220.2pp | 1803.92%-1789.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,319 | $4,155-68.3% | $3,733-64.7% | $4,156-68.3% |
| Participant deferral / active EE | $13,072 | $6,844+91.0% | $6,293+107.7% | $6,407+104.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |