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 | $63,492 | $67,823-6.4% | $52,425+21.1% | $137,256-53.7% |
| Participation rate | 38.5% | 63.9%-25.4pp | 55.6%-17.2pp | 80.0%-41.5pp |
| Annual return | 21.79% | 219.11%-197.3pp | 302.12%-280.3pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,759 | $1,163+51.3% | $914+92.5% | $4,156-57.7% |
| Participant deferral / active EE | $1,868 | $2,288-18.4% | $1,790+4.3% | $6,407-70.8% |
| Admin fee / account holder | $18 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |