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 | $45,388 | $76,407-40.6% | $150,298-69.8% | $82,448-44.9% |
| Participation rate | 28.1% | 66.4%-38.3pp | 77.8%-49.6pp | 68.1%-39.9pp |
| Annual return | 17.45% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $541 | $2,614-79.3% | $4,154-87.0% | $2,551-78.8% |
| Participant deferral / active EE | $1,364 | $3,214-57.6% | $5,453-75.0% | $4,139-67.0% |
| Admin fee / account holder | $70 | $6,352-98.9% | $14,116-99.5% | $7,234-99.0% |