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 10-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 | $106,268 | $111,814-5.0% | $103,374+2.8% | $145,959-27.2% |
| Participation rate | 68.2% | 77.9%-9.8pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 19.84% | 24.77%-4.9pp | 24.89%-5.0pp | 561.95%-542.1pp |
| Employer contribution / active EE | $2,992 | $4,214-29.0% | $3,869-22.7% | $4,661-35.8% |
| Participant deferral / active EE | $5,301 | $5,618-5.7% | $5,058+4.8% | $6,689-20.8% |
| Admin fee / account holder | $44 | $9,754-99.6% | $8,394-99.5% | $13,398-99.7% |