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 | $72,680 | $81,233-10.5% | $155,567-53.3% | $80,874-10.1% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 16.40% | 33.33%-16.9pp | 64.74%-48.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $2,549 | $3,101-17.8% | $4,674-45.5% | $2,756-7.5% |
| Participant deferral / active EE | $6,201 | $3,452+79.6% | $5,628+10.2% | $4,297+44.3% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |