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 | $65,163 | $76,785-15.1% | $56,441+15.5% | $145,959-55.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 13.04% | 3000.51%-2987.5pp | 1704.21%-1691.2pp | 561.95%-548.9pp |
| Employer contribution / active EE | $488 | $1,381-64.6% | $1,039-53.0% | $4,661-89.5% |
| Participant deferral / active EE | $1,635 | $2,624-37.7% | $1,953-16.3% | $6,689-75.6% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |