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 | $62,875 | $108,825-42.2% | $156,181-59.7% | $82,448-23.7% |
| Participation rate | 53.6% | 72.4%-18.8pp | 78.8%-25.3pp | 68.1%-14.5pp |
| Annual return | 16.71% | 20.59%-3.9pp | 64.87%-48.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,015 | $4,577+31.4% | $6,132-1.9% | $4,139+45.3% |
| Admin fee / account holder | $7 | $9,341-99.9% | $14,586-100.0% | $7,234-99.9% |