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 | $88,773 | $111,535-20.4% | $105,223-15.6% | $137,256-35.3% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 22.89% | 237.85%-215.0pp | 180.65%-157.8pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,622 | $3,939-58.8% | $3,689-56.0% | $4,156-61.0% |
| Participant deferral / active EE | $2,414 | $5,500-56.1% | $5,072-52.4% | $6,407-62.3% |
| Admin fee / account holder | $44 | $9,721-99.6% | $8,859-99.5% | $12,270-99.6% |