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 4-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 | $59,092 | $178,174-66.8% | $156,181-62.2% | $137,256-56.9% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.8%-53.8pp | 80.0%-55.0pp |
| Annual return | 19.31% | 84.19%-64.9pp | 64.87%-45.6pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,187 | $4,972-56.0% | $4,294-49.1% | $4,156-47.4% |
| Participant deferral / active EE | $2,990 | $6,888-56.6% | $6,132-51.2% | $6,407-53.3% |
| Admin fee / account holder | $227 | $17,404-98.7% | $14,586-98.4% | $12,270-98.1% |