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 4-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 | $36,179 | $111,535-67.6% | $105,223-65.6% | $137,256-73.6% |
| Participation rate | 13.3% | 78.1%-64.8pp | 75.0%-61.7pp | 80.0%-66.6pp |
| Annual return | 31.79% | 237.85%-206.1pp | 180.65%-148.9pp | 220.34%-188.6pp |
| Employer contribution / active EE | $800 | $3,939-79.7% | $3,689-78.3% | $4,156-80.8% |
| Participant deferral / active EE | $2,255 | $5,500-59.0% | $5,072-55.5% | $6,407-64.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |