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 6-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 | $59,178 | $111,814-47.1% | $103,374-42.8% | $145,959-59.5% |
| Participation rate | 30.4% | 77.9%-47.5pp | 74.5%-44.1pp | 80.3%-49.8pp |
| Annual return | 15.87% | 24.77%-8.9pp | 24.89%-9.0pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,314 | $4,214-68.8% | $3,869-66.0% | $4,661-71.8% |
| Participant deferral / active EE | $2,025 | $5,618-63.9% | $5,058-60.0% | $6,689-69.7% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |