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 | $85,380 | $111,535-23.5% | $105,223-18.9% | $137,256-37.8% |
| Participation rate | 52.4% | 78.1%-25.7pp | 75.0%-22.7pp | 80.0%-27.6pp |
| Annual return | 20.65% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,774 | $3,939-29.6% | $3,689-24.8% | $4,156-33.3% |
| Participant deferral / active EE | $6,401 | $5,500+16.4% | $5,072+26.2% | $6,407-0.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |