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 | $23,944 | $67,823-64.7% | $52,425-54.3% | $137,256-82.6% |
| Participation rate | 34.8% | 63.9%-29.1pp | 55.6%-20.8pp | 80.0%-45.2pp |
| Annual return | 18.25% | 219.11%-200.9pp | 302.12%-283.9pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,266 | $1,163+8.8% | $914+38.4% | $4,156-69.5% |
| Participant deferral / active EE | $1,854 | $2,288-19.0% | $1,790+3.6% | $6,407-71.1% |
| Admin fee / account holder | $60 | $2,844-97.9% | $2,495-97.6% | $12,270-99.5% |