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 | $158,219 | $149,040+6.2% | $120,225+31.6% | $137,256+15.3% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 408.52% | 605.68%-197.2pp | 439.23%-30.7pp | 220.34%+188.2pp |
| Employer contribution / active EE | $1,020 | $4,350-76.6% | $3,475-70.6% | $4,156-75.5% |
| Participant deferral / active EE | $1,154 | $4,655-75.2% | $3,999-71.1% | $6,407-82.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |