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 4-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 | $43,541 | $97,125-55.2% | $86,233-49.5% | $137,256-68.3% |
| Participation rate | 30.8% | 74.2%-43.4pp | 69.0%-38.2pp | 80.0%-49.2pp |
| Annual return | 14.04% | 74.19%-60.1pp | 61.39%-47.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,017 | $2,841-64.2% | $2,504-59.4% | $4,156-75.5% |
| Participant deferral / active EE | $2,969 | $5,180-42.7% | $4,559-34.9% | $6,407-53.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |