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 | $75,682 | $73,787+2.6% | $98,716-23.3% | $82,448-8.2% |
| Participation rate | 12.5% | 61.4%-48.9pp | 69.3%-56.8pp | 68.1%-55.6pp |
| Annual return | 18.22% | 18.57%-0.3pp | 31.81%-13.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $473 | $1,511-68.7% | $2,279-79.2% | $2,551-81.5% |
| Participant deferral / active EE | $1,235 | $3,081-59.9% | $4,048-69.5% | $4,139-70.2% |
| Admin fee / account holder | $25 | $6,500-99.6% | $8,703-99.7% | $7,234-99.7% |