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 6-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 | $61,188 | $111,814-45.3% | $103,374-40.8% | $145,959-58.1% |
| Participation rate | 56.5% | 77.9%-21.4pp | 74.5%-18.0pp | 80.3%-23.8pp |
| Annual return | 14.97% | 24.77%-9.8pp | 24.89%-9.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,112 | $4,214-49.9% | $3,869-45.4% | $4,661-54.7% |
| Participant deferral / active EE | $5,836 | $5,618+3.9% | $5,058+15.4% | $6,689-12.8% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |