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 3-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 | $18,317 | $45,343-59.6% | $150,298-87.8% | $67,986-73.1% |
| Participation rate | 52.7% | 51.9%+0.9pp | 77.8%-25.0pp | 57.2%-4.5pp |
| Annual return | 22.88% | 33.28%-10.4pp | 62.79%-39.9pp | 31.67%-8.8pp |
| Employer contribution / active EE | $975 | $1,462-33.3% | $4,154-76.5% | $2,019-51.7% |
| Participant deferral / active EE | $1,668 | $2,055-18.8% | $5,453-69.4% | $3,358-50.3% |
| Admin fee / account holder | $155 | $2,250-93.1% | $14,116-98.9% | $3,203-95.2% |