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 | $33,847 | $172,111-80.3% | $150,298-77.5% | $137,256-75.3% |
| Participation rate | 43.8% | 81.7%-38.0pp | 77.8%-34.0pp | 80.0%-36.2pp |
| Annual return | 20.13% | 69.37%-49.2pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,473 | $4,636-46.7% | $4,154-40.5% | $4,156-40.5% |
| Participant deferral / active EE | $4,581 | $6,166-25.7% | $5,453-16.0% | $6,407-28.5% |
| Admin fee / account holder | $255 | $16,471-98.5% | $14,116-98.2% | $12,270-97.9% |