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 | $71,898 | $94,031-23.5% | $115,768-37.9% | $82,448-12.8% |
| Participation rate | 31.0% | 70.4%-39.4pp | 74.4%-43.4pp | 68.1%-37.0pp |
| Annual return | 20.69% | 20.61%+0.1pp | 100.46%-79.8pp | 41.64%-21.0pp |
| Employer contribution / active EE | $909 | $2,323-60.9% | $2,940-69.1% | $2,551-64.3% |
| Participant deferral / active EE | $2,038 | $3,972-48.7% | $4,917-58.5% | $4,139-50.8% |
| Admin fee / account holder | $17 | $10,249-99.8% | $12,439-99.9% | $7,234-99.8% |