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 | $47,555 | $112,729-57.8% | $98,716-51.8% | $137,256-65.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 22.23% | 38.48%-16.3pp | 31.81%-9.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,816 | $2,725-33.4% | $2,279-20.3% | $4,156-56.3% |
| Participant deferral / active EE | $6,987 | $4,640+50.6% | $4,048+72.6% | $6,407+9.1% |
| Admin fee / account holder | $179 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |