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 5-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 | $49,677 | $81,233-38.8% | $155,567-68.1% | $80,874-38.6% |
| Participation rate | 63.0% | 66.2%-3.3pp | 78.2%-15.2pp | 67.6%-4.7pp |
| Annual return | 23.55% | 33.33%-9.8pp | 64.74%-41.2pp | 35.62%-12.1pp |
| Employer contribution / active EE | $2,851 | $3,101-8.1% | $4,674-39.0% | $2,756+3.4% |
| Participant deferral / active EE | $6,473 | $3,452+87.5% | $5,628+15.0% | $4,297+50.7% |
| Admin fee / account holder | $228 | $7,998-97.1% | $15,916-98.6% | $6,935-96.7% |