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 | $50,418 | $209,336-75.9% | $197,124-74.4% | $137,256-63.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 26.28% | 48.09%-21.8pp | 44.34%-18.1pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,553 | $6,591-76.4% | $6,227-75.1% | $4,156-62.6% |
| Participant deferral / active EE | $9,258 | $9,614-3.7% | $9,135+1.4% | $6,407+44.5% |
| Admin fee / account holder | $189 | $17,308-98.9% | $16,298-98.8% | $12,270-98.5% |