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 | $56,549 | $99,921-43.4% | $85,009-33.5% | $145,959-61.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 14.57% | 83.89%-69.3pp | 66.47%-51.9pp | 561.95%-547.4pp |
| Employer contribution / active EE | $3,274 | $3,233+1.3% | $2,728+20.0% | $4,661-29.8% |
| Participant deferral / active EE | $6,469 | $5,293+22.2% | $4,522+43.1% | $6,689-3.3% |
| Admin fee / account holder | $196 | $7,252-97.3% | $6,153-96.8% | $13,398-98.5% |