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 9-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 | $133,788 | $97,125+37.7% | $86,233+55.1% | $137,256-2.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 19.69% | 74.19%-54.5pp | 61.39%-41.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,014 | $2,841-29.1% | $2,504-19.6% | $4,156-51.5% |
| Participant deferral / active EE | $9,514 | $5,180+83.7% | $4,559+108.7% | $6,407+48.5% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |