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 | $191,584 | $209,336-8.5% | $197,124-2.8% | $137,256+39.6% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 161.09% | 48.09%+113.0pp | 44.34%+116.7pp | 220.34%-59.2pp |
| Employer contribution / active EE | $1,649 | $6,591-75.0% | $6,227-73.5% | $4,156-60.3% |
| Participant deferral / active EE | $5,250 | $9,614-45.4% | $9,135-42.5% | $6,407-18.1% |
| Admin fee / account holder | $8 | $17,308-100.0% | $16,298-100.0% | $12,270-99.9% |