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 3-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 | $1,477 | $67,823-97.8% | $52,425-97.2% | $137,256-98.9% |
| Participation rate | 64.7% | 63.9%+0.8pp | 55.6%+9.1pp | 80.0%-15.3pp |
| Annual return | 27.17% | 219.11%-191.9pp | 302.12%-275.0pp | 220.34%-193.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $501 | $2,288-78.1% | $1,790-72.0% | $6,407-92.2% |
| Admin fee / account holder | $107 | $2,844-96.2% | $2,495-95.7% | $12,270-99.1% |