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 | $63,776 | $72,396-11.9% | $67,511-5.5% | $145,959-56.3% |
| Participation rate | 64.3% | 76.9%-12.6pp | 72.9%-8.6pp | 80.3%-16.0pp |
| Annual return | 10.44% | 7194.07%-7183.6pp | 3517.41%-3507.0pp | 561.95%-551.5pp |
| Employer contribution / active EE | $1,683 | $3,071-45.2% | $2,733-38.4% | $4,661-63.9% |
| Participant deferral / active EE | $5,676 | $4,781+18.7% | $4,000+41.9% | $6,689-15.1% |
| Admin fee / account holder | $249 | $5,538-95.5% | $3,999-93.8% | $13,398-98.1% |