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 | $83,846 | $97,125-13.7% | $86,233-2.8% | $137,256-38.9% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 15.54% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,676 | $2,841-41.0% | $2,504-33.1% | $4,156-59.7% |
| Participant deferral / active EE | $2,986 | $5,180-42.4% | $4,559-34.5% | $6,407-53.4% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |