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 3-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 | $19,940 | $159,934-87.5% | $147,005-86.4% | $145,959-86.3% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 21.89% | 98.24%-76.4pp | 418.76%-396.9pp | 561.95%-540.1pp |
| Employer contribution / active EE | $1,599 | $5,287-69.8% | $4,934-67.6% | $4,661-65.7% |
| Participant deferral / active EE | $3,299 | $8,427-60.9% | $8,070-59.1% | $6,689-50.7% |
| Admin fee / account holder | $65 | $15,053-99.6% | $13,006-99.5% | $13,398-99.5% |