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 9-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 | $100,245 | $81,446+23.1% | $103,374-3.0% | $80,874+24.0% |
| Participation rate | 41.7% | 66.9%-25.2pp | 74.5%-32.8pp | 67.6%-26.0pp |
| Annual return | 15.21% | 25.57%-10.4pp | 24.89%-9.7pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,645 | $3,107-47.1% | $3,869-57.5% | $2,756-40.3% |
| Participant deferral / active EE | $3,546 | $3,870-8.4% | $5,058-29.9% | $4,297-17.5% |
| Admin fee / account holder | $4 | $6,715-99.9% | $8,394-99.9% | $6,935-99.9% |