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 | $52,393 | $88,710-40.9% | $81,783-35.9% | $145,959-64.1% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.4%-17.8pp | 80.3%-25.7pp |
| Annual return | 16.43% | 1027.26%-1010.8pp | 775.05%-758.6pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,640 | $3,083-46.8% | $2,913-43.7% | $4,661-64.8% |
| Participant deferral / active EE | $2,809 | $4,645-39.5% | $4,320-35.0% | $6,689-58.0% |
| Admin fee / account holder | $125 | $8,407-98.5% | $7,380-98.3% | $13,398-99.1% |