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 | $81,054 | $92,985-12.8% | $153,432-47.2% | $80,874+0.2% |
| Participation rate | 41.5% | 69.0%-27.5pp | 77.1%-35.6pp | 67.6%-26.2pp |
| Annual return | 14.92% | 19.95%-5.0pp | 15.66%-0.7pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,371 | $3,507-32.4% | $5,038-52.9% | $2,756-14.0% |
| Participant deferral / active EE | $3,387 | $5,178-34.6% | $6,757-49.9% | $4,297-21.2% |
| Admin fee / account holder | $101 | $8,880-98.9% | $12,725-99.2% | $6,935-98.5% |