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 5-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 | $98,736 | $63,703+55.0% | $93,063+6.1% | $82,448+19.8% |
| Participation rate | 35.7% | 63.8%-28.1pp | 72.1%-36.4pp | 68.1%-32.4pp |
| Annual return | 17.11% | -775.43%+792.5pp | 34.15%-17.0pp | 41.64%-24.5pp |
| Employer contribution / active EE | $944 | $1,729-45.4% | $2,476-61.9% | $2,551-63.0% |
| Participant deferral / active EE | $2,510 | $2,919-14.0% | $3,958-36.6% | $4,139-39.4% |
| Admin fee / account holder | $0 | $5,982-100.0% | $6,033-100.0% | $7,234-100.0% |