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 7-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 | $43,873 | $67,823-35.3% | $52,425-16.3% | $137,256-68.0% |
| Participation rate | 30.4% | 63.9%-33.5pp | 55.6%-25.2pp | 80.0%-49.5pp |
| Annual return | 19.97% | 219.11%-199.1pp | 302.12%-282.2pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,347 | $1,163+15.8% | $914+47.4% | $4,156-67.6% |
| Participant deferral / active EE | $2,251 | $2,288-1.6% | $1,790+25.7% | $6,407-64.9% |
| Admin fee / account holder | $187 | $2,844-93.4% | $2,495-92.5% | $12,270-98.5% |