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 | $54,128 | $45,343+19.4% | $150,298-64.0% | $67,986-20.4% |
| Participation rate | 20.8% | 51.9%-31.0pp | 77.8%-56.9pp | 57.2%-36.4pp |
| Annual return | 19.05% | 33.28%-14.2pp | 62.79%-43.7pp | 31.67%-12.6pp |
| Employer contribution / active EE | $468 | $1,462-68.0% | $4,154-88.7% | $2,019-76.8% |
| Participant deferral / active EE | $1,119 | $2,055-45.5% | $5,453-79.5% | $3,358-66.7% |
| Admin fee / account holder | $30 | $2,250-98.7% | $14,116-99.8% | $3,203-99.1% |