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 3-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 | $38,050 | $159,934-76.2% | $147,005-74.1% | $145,959-73.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.63% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,789 | $5,287-47.3% | $4,934-43.5% | $4,661-40.2% |
| Participant deferral / active EE | $3,486 | $8,427-58.6% | $8,070-56.8% | $6,689-47.9% |
| Admin fee / account holder | $151 | $15,053-99.0% | $13,006-98.8% | $13,398-98.9% |