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 | $9,084 | $76,785-88.2% | $56,441-83.9% | $145,959-93.8% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 11.48% | 3000.51%-2989.0pp | 1704.21%-1692.7pp | 561.95%-550.5pp |
| Employer contribution / active EE | $583 | $1,381-57.7% | $1,039-43.9% | $4,661-87.5% |
| Participant deferral / active EE | $845 | $2,624-67.8% | $1,953-56.7% | $6,689-87.4% |
| Admin fee / account holder | $229 | $3,334-93.1% | $2,829-91.9% | $13,398-98.3% |