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 10-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 | $10,915 | $72,071-84.9% | $68,368-84.0% | $137,256-92.0% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 22.89% | 353.14%-330.3pp | 292.57%-269.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,308 | $2,788-53.1% | $2,649-50.6% | $4,156-68.5% |
| Participant deferral / active EE | $1,210 | $4,410-72.6% | $4,123-70.6% | $6,407-81.1% |
| Admin fee / account holder | $104 | $5,336-98.0% | $5,150-98.0% | $12,270-99.1% |