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 4-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 | $42,742 | $149,040-71.3% | $120,225-64.4% | $137,256-68.9% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 18.91% | 605.68%-586.8pp | 439.23%-420.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,792 | $4,350-35.8% | $3,475-19.7% | $4,156-32.8% |
| Participant deferral / active EE | $4,605 | $4,655-1.1% | $3,999+15.2% | $6,407-28.1% |
| Admin fee / account holder | $287 | $6,348-95.5% | $5,696-95.0% | $12,270-97.7% |