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 | $41,935 | $172,111-75.6% | $150,298-72.1% | $137,256-69.4% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 17.35% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,435 | $4,636-69.0% | $4,154-65.5% | $4,156-65.5% |
| Participant deferral / active EE | $1,909 | $6,166-69.0% | $5,453-65.0% | $6,407-70.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |