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 | $22,551 | $72,396-68.9% | $67,511-66.6% | $145,959-84.5% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 17.23% | 7194.07%-7176.8pp | 3517.41%-3500.2pp | 561.95%-544.7pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,598 | $4,781-66.6% | $4,000-60.1% | $6,689-76.1% |
| Admin fee / account holder | $85 | $5,538-98.5% | $3,999-97.9% | $13,398-99.4% |