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 | $44,305 | $126,519-65.0% | $106,201-58.3% | $145,959-69.6% |
| Participation rate | 43.5% | 77.7%-34.2pp | 75.3%-31.8pp | 80.3%-36.8pp |
| Annual return | 9.19% | 225.10%-215.9pp | 116.26%-107.1pp | 561.95%-552.8pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,460 | $5,716-4.5% | $5,012+8.9% | $6,689-18.4% |
| Admin fee / account holder | $13 | $17,312-99.9% | $11,039-99.9% | $13,398-99.9% |