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 10-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 | $93,825 | $178,174-47.3% | $156,181-39.9% | $137,256-31.6% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.8%-34.4pp | 80.0%-35.5pp |
| Annual return | 11.49% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,067 | $4,972-58.4% | $4,294-51.9% | $4,156-50.3% |
| Participant deferral / active EE | $2,549 | $6,888-63.0% | $6,132-58.4% | $6,407-60.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |