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 | $89,841 | $180,749-50.3% | $160,784-44.1% | $137,256-34.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 14.91% | 2234.46%-2219.6pp | 1803.92%-1789.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,560 | $4,155-38.4% | $3,733-31.4% | $4,156-38.4% |
| Participant deferral / active EE | $6,400 | $6,844-6.5% | $6,293+1.7% | $6,407-0.1% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |