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 4-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 | $40,263 | $101,618-60.4% | $93,063-56.7% | $137,256-70.7% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 26.55% | 223.95%-197.4pp | 34.15%-7.6pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,344 | $2,707-13.4% | $2,476-5.3% | $4,156-43.6% |
| Participant deferral / active EE | $9,286 | $4,279+117.0% | $3,958+134.6% | $6,407+44.9% |
| Admin fee / account holder | $218 | $6,198-96.5% | $6,033-96.4% | $12,270-98.2% |