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 | $34,002 | $149,040-77.2% | $120,225-71.7% | $137,256-75.2% |
| Participation rate | 12.5% | 75.4%-62.9pp | 69.6%-57.1pp | 80.0%-67.5pp |
| Annual return | 20.15% | 605.68%-585.5pp | 439.23%-419.1pp | 220.34%-200.2pp |
| Employer contribution / active EE | $154 | $4,350-96.5% | $3,475-95.6% | $4,156-96.3% |
| Participant deferral / active EE | $419 | $4,655-91.0% | $3,999-89.5% | $6,407-93.5% |
| Admin fee / account holder | $97 | $6,348-98.5% | $5,696-98.3% | $12,270-99.2% |