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 | $146,780 | $112,729+30.2% | $98,716+48.7% | $137,256+6.9% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.3%-5.0pp | 80.0%-15.7pp |
| Annual return | 16.34% | 38.48%-22.1pp | 31.81%-15.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,369 | $2,725-13.1% | $2,279+4.0% | $4,156-43.0% |
| Participant deferral / active EE | $7,776 | $4,640+67.6% | $4,048+92.1% | $6,407+21.4% |
| Admin fee / account holder | $39 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |