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 10-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 | $83,531 | $178,174-53.1% | $156,181-46.5% | $137,256-39.1% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.8%-17.3pp | 80.0%-18.4pp |
| Annual return | 17.25% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,794 | $4,972-23.7% | $4,294-11.6% | $4,156-8.7% |
| Participant deferral / active EE | $5,034 | $6,888-26.9% | $6,132-17.9% | $6,407-21.4% |
| Admin fee / account holder | $33 | $17,404-99.8% | $14,586-99.8% | $12,270-99.7% |