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 | $83,315 | $106,749-22.0% | $145,433-42.7% | $82,448+1.1% |
| Participation rate | 67.6% | 75.6%-8.0pp | 82.1%-14.5pp | 68.1%-0.4pp |
| Annual return | 31.03% | 27.59%+3.4pp | 66.58%-35.5pp | 41.64%-10.6pp |
| Employer contribution / active EE | $3,001 | $3,444-12.9% | $4,554-34.1% | $2,551+17.7% |
| Participant deferral / active EE | $4,957 | $6,519-24.0% | $7,897-37.2% | $4,139+19.7% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |