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 9-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 | $244,460 | $180,749+35.2% | $160,784+52.0% | $137,256+78.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 14.95% | 2234.46%-2219.5pp | 1803.92%-1789.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $680 | $4,155-83.6% | $3,733-81.8% | $4,156-83.6% |
| Participant deferral / active EE | $10,333 | $6,844+51.0% | $6,293+64.2% | $6,407+61.3% |
| Admin fee / account holder | $40 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |