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 | $29,682 | $178,174-83.3% | $156,181-81.0% | $137,256-78.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 45.81% | 84.19%-38.4pp | 64.87%-19.1pp | 220.34%-174.5pp |
| Employer contribution / active EE | $1,943 | $4,972-60.9% | $4,294-54.8% | $4,156-53.3% |
| Participant deferral / active EE | $3,543 | $6,888-48.6% | $6,132-42.2% | $6,407-44.7% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |