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 | $104,213 | $159,934-34.8% | $147,005-29.1% | $145,959-28.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 19.07% | 98.24%-79.2pp | 418.76%-399.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $3,042 | $5,287-42.5% | $4,934-38.4% | $4,661-34.7% |
| Participant deferral / active EE | $9,317 | $8,427+10.6% | $8,070+15.5% | $6,689+39.3% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |