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 | $18,885 | $51,638-63.4% | $68,368-72.4% | $82,448-77.1% |
| Participation rate | 40.4% | 63.6%-23.2pp | 73.8%-33.3pp | 68.1%-27.6pp |
| Annual return | 26.20% | 37.53%-11.3pp | 292.57%-266.4pp | 41.64%-15.4pp |
| Employer contribution / active EE | $1,435 | $2,047-29.9% | $2,649-45.8% | $2,551-43.7% |
| Participant deferral / active EE | $2,034 | $2,914-30.2% | $4,123-50.7% | $4,139-50.9% |
| Admin fee / account holder | $145 | $4,643-96.9% | $5,150-97.2% | $7,234-98.0% |