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 7-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 | $229,243 | $76,407+200.0% | $150,298+52.5% | $82,448+178.0% |
| Participation rate | 26.9% | 66.4%-39.5pp | 77.8%-50.8pp | 68.1%-41.1pp |
| Annual return | 21.20% | 39.99%-18.8pp | 62.79%-41.6pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,881 | $2,614-28.1% | $4,154-54.7% | $2,551-26.3% |
| Participant deferral / active EE | $3,713 | $3,214+15.5% | $5,453-31.9% | $4,139-10.3% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |