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 | $119,086 | $180,749-34.1% | $160,784-25.9% | $137,256-13.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 19.65% | 2234.46%-2214.8pp | 1803.92%-1784.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,005 | $4,155-51.7% | $3,733-46.3% | $4,156-51.8% |
| Participant deferral / active EE | $7,924 | $6,844+15.8% | $6,293+25.9% | $6,407+23.7% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |