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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,078 | $106,749+52.8% | $145,433+12.1% | $82,448+97.8% |
| Participation rate | 65.7% | 75.6%-9.9pp | 82.1%-16.4pp | 68.1%-2.4pp |
| Annual return | 10.23% | 27.59%-17.4pp | 66.58%-56.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $2,445 | $3,444-29.0% | $4,554-46.3% | $2,551-4.2% |
| Participant deferral / active EE | $6,177 | $6,519-5.2% | $7,897-21.8% | $4,139+49.2% |
| Admin fee / account holder | $46 | $8,390-99.5% | $13,129-99.7% | $7,234-99.4% |