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 10-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 | $106,010 | $154,228-31.3% | $145,433-27.1% | $137,256-22.8% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 17.49% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,083 | $4,804-77.5% | $4,554-76.2% | $4,156-73.9% |
| Participant deferral / active EE | $3,070 | $8,216-62.6% | $7,897-61.1% | $6,407-52.1% |
| Admin fee / account holder | $72 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |