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 | $182,015 | $111,814+62.8% | $93,654+94.3% | $145,959+24.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 11.43% | 203.30%-191.9pp | 133.34%-121.9pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,066 | $3,092-65.5% | $2,421-56.0% | $4,661-77.1% |
| Participant deferral / active EE | $5,512 | $4,914+12.2% | $4,413+24.9% | $6,689-17.6% |
| Admin fee / account holder | $20 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |