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 | $56,998 | $108,912-47.7% | $100,383-43.2% | $145,959-60.9% |
| Participation rate | 65.0% | 83.0%-18.0pp | 81.5%-16.5pp | 80.3%-15.3pp |
| Annual return | 20.15% | 57.96%-37.8pp | 49.26%-29.1pp | 561.95%-541.8pp |
| Employer contribution / active EE | $1,075 | $4,423-75.7% | $3,944-72.8% | $4,661-76.9% |
| Participant deferral / active EE | $5,006 | $8,451-40.8% | $8,086-38.1% | $6,689-25.1% |
| Admin fee / account holder | $39 | $9,690-99.6% | $7,900-99.5% | $13,398-99.7% |