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 6-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 | $27,939 | $150,197-81.4% | $120,368-76.8% | $145,959-80.9% |
| Participation rate | 63.6% | 78.8%-15.1pp | 71.9%-8.3pp | 80.3%-16.6pp |
| Annual return | 11.79% | 154.26%-142.5pp | 107.26%-95.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,192 | $4,350-49.6% | $3,465-36.7% | $4,661-53.0% |
| Participant deferral / active EE | $3,596 | $6,174-41.7% | $4,991-27.9% | $6,689-46.2% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |