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 | $84,977 | $132,634-35.9% | $115,768-26.6% | $137,256-38.1% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 17.25% | 160.70%-143.5pp | 100.46%-83.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,158 | $3,360-6.0% | $2,940+7.4% | $4,156-24.0% |
| Participant deferral / active EE | $6,133 | $5,619+9.2% | $4,917+24.7% | $6,407-4.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |