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 4-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 | $14,879 | $67,823-78.1% | $52,425-71.6% | $137,256-89.2% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 17.85% | 219.11%-201.3pp | 302.12%-284.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $342 | $1,163-70.6% | $914-62.6% | $4,156-91.8% |
| Participant deferral / active EE | $507 | $2,288-77.9% | $1,790-71.7% | $6,407-92.1% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |