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 | $28,231 | $29,319-3.7% | $52,425-46.1% | $82,448-65.8% |
| Participation rate | 18.4% | 46.9%-28.4pp | 55.6%-37.2pp | 68.1%-49.6pp |
| Annual return | 21.60% | 535.20%-513.6pp | 302.12%-280.5pp | 41.64%-20.0pp |
| Employer contribution / active EE | $337 | $586-42.6% | $914-63.2% | $2,551-86.8% |
| Participant deferral / active EE | $1,360 | $1,171+16.1% | $1,790-24.0% | $4,139-67.1% |
| Admin fee / account holder | $224 | $1,962-88.6% | $2,495-91.0% | $7,234-96.9% |