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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,288 | $58,234-53.1% | $81,783-66.6% | $80,874-66.3% |
| Participation rate | 58.2% | 63.4%-5.3pp | 72.4%-14.2pp | 67.6%-9.5pp |
| Annual return | 12.70% | 41.70%-29.0pp | 775.05%-762.4pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,065 | $2,341-54.5% | $2,913-63.4% | $2,756-61.4% |
| Participant deferral / active EE | $4,637 | $3,283+41.3% | $4,320+7.3% | $4,297+7.9% |
| Admin fee / account holder | $58 | $4,982-98.8% | $7,380-99.2% | $6,935-99.2% |