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 | $9,695 | $76,785-87.4% | $56,441-82.8% | $145,959-93.4% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 14.73% | 3000.51%-2985.8pp | 1704.21%-1689.5pp | 561.95%-547.2pp |
| Employer contribution / active EE | $413 | $1,381-70.1% | $1,039-60.2% | $4,661-91.1% |
| Participant deferral / active EE | $981 | $2,624-62.6% | $1,953-49.8% | $6,689-85.3% |
| Admin fee / account holder | $83 | $3,334-97.5% | $2,829-97.1% | $13,398-99.4% |