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 | $22,900 | $159,934-85.7% | $147,005-84.4% | $145,959-84.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.84% | 98.24%-82.4pp | 418.76%-402.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,722 | $5,287-67.4% | $4,934-65.1% | $4,661-63.0% |
| Participant deferral / active EE | $2,856 | $8,427-66.1% | $8,070-64.6% | $6,689-57.3% |
| Admin fee / account holder | $87 | $15,053-99.4% | $13,006-99.3% | $13,398-99.4% |