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 | $112,779 | $87,166+29.4% | $76,735+47.0% | $137,256-17.8% |
| Participation rate | 63.2% | 74.4%-11.2pp | 69.5%-6.3pp | 80.0%-16.8pp |
| Annual return | 66.36% | 26.50%+39.9pp | 29.77%+36.6pp | 220.34%-154.0pp |
| Employer contribution / active EE | $996 | $2,904-65.7% | $2,454-59.4% | $4,156-76.0% |
| Participant deferral / active EE | $3,868 | $4,726-18.2% | $4,088-5.4% | $6,407-39.6% |
| Admin fee / account holder | $296 | $8,403-96.5% | $7,189-95.9% | $12,270-97.6% |