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 5-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 | $30,202 | $23,330+29.5% | $64,489-53.2% | $82,448-63.4% |
| Participation rate | 26.9% | 68.3%-41.4pp | 67.7%-40.8pp | 68.1%-41.1pp |
| Annual return | 19.32% | 83.66%-64.3pp | 55.03%-35.7pp | 41.64%-22.3pp |
| Employer contribution / active EE | $731 | $824-11.3% | $1,523-52.0% | $2,551-71.3% |
| Participant deferral / active EE | $1,098 | $1,707-35.7% | $2,778-60.5% | $4,139-73.5% |
| Admin fee / account holder | $112 | $2,946-96.2% | $4,260-97.4% | $7,234-98.5% |