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 | $102,763 | $112,729-8.8% | $98,716+4.1% | $137,256-25.1% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.3%-0.1pp | 80.0%-10.7pp |
| Annual return | 15.23% | 38.48%-23.2pp | 31.81%-16.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,072 | $2,725-60.7% | $2,279-53.0% | $4,156-74.2% |
| Participant deferral / active EE | $2,891 | $4,640-37.7% | $4,048-28.6% | $6,407-54.9% |
| Admin fee / account holder | $85 | $10,129-99.2% | $8,703-99.0% | $12,270-99.3% |