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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,098 | $88,710-58.2% | $81,783-54.6% | $145,959-74.6% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.4%-3.1pp | 80.3%-11.1pp |
| Annual return | 19.66% | 1027.26%-1007.6pp | 775.05%-755.4pp | 561.95%-542.3pp |
| Employer contribution / active EE | $3,029 | $3,083-1.8% | $2,913+4.0% | $4,661-35.0% |
| Participant deferral / active EE | $8,328 | $4,645+79.3% | $4,320+92.8% | $6,689+24.5% |
| Admin fee / account holder | $102 | $8,407-98.8% | $7,380-98.6% | $13,398-99.2% |