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 | $4,258 | $29,319-85.5% | $52,425-91.9% | $82,448-94.8% |
| Participation rate | 40.0% | 46.9%-6.9pp | 55.6%-15.6pp | 68.1%-28.1pp |
| Annual return | 26.45% | 535.20%-508.7pp | 302.12%-275.7pp | 41.64%-15.2pp |
| Employer contribution / active EE | $167 | $586-71.5% | $914-81.7% | $2,551-93.5% |
| Participant deferral / active EE | $304 | $1,171-74.0% | $1,790-83.0% | $4,139-92.6% |
| Admin fee / account holder | $22 | $1,962-98.9% | $2,495-99.1% | $7,234-99.7% |