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 | $36,089 | $87,166-58.6% | $76,735-53.0% | $137,256-73.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 19.36% | 26.50%-7.1pp | 29.77%-10.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,520 | $2,904-13.2% | $2,454+2.7% | $4,156-39.4% |
| Participant deferral / active EE | $5,477 | $4,726+15.9% | $4,088+34.0% | $6,407-14.5% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |