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 | $186,818 | $132,634+40.9% | $115,768+61.4% | $137,256+36.1% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.4%-10.1pp | 80.0%-15.7pp |
| Annual return | 20.40% | 160.70%-140.3pp | 100.46%-80.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,254 | $3,360-62.7% | $2,940-57.4% | $4,156-69.8% |
| Participant deferral / active EE | $3,021 | $5,619-46.2% | $4,917-38.6% | $6,407-52.8% |
| Admin fee / account holder | $201 | $15,028-98.7% | $12,439-98.4% | $12,270-98.4% |