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 9-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 | $122,325 | $201,259-39.2% | $184,200-33.6% | $145,959-16.2% |
| Participation rate | 58.3% | 87.5%-29.2pp | 86.8%-28.5pp | 80.3%-22.0pp |
| Annual return | 17.68% | 28.98%-11.3pp | 28.80%-11.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $2,177 | $7,018-69.0% | $6,424-66.1% | $4,661-53.3% |
| Participant deferral / active EE | $6,746 | $9,806-31.2% | $9,132-26.1% | $6,689+0.9% |
| Admin fee / account holder | $85 | $16,372-99.5% | $13,907-99.4% | $13,398-99.4% |