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 | $54,443 | $178,174-69.4% | $156,181-65.1% | $137,256-60.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 30.65% | 84.19%-53.5pp | 64.87%-34.2pp | 220.34%-189.7pp |
| Employer contribution / active EE | $6,417 | $4,972+29.1% | $4,294+49.5% | $4,156+54.4% |
| Participant deferral / active EE | $9,106 | $6,888+32.2% | $6,132+48.5% | $6,407+42.1% |
| Admin fee / account holder | $191 | $17,404-98.9% | $14,586-98.7% | $12,270-98.4% |